Andrew Kleinberg
CFA®, CFP®
Grand Central Financial Planning
Founder & Principal
Andrew Kleinberg
CFA®, CFP®
Grand Central Financial Planning
Founder & Principal
Challenging the traditional model of investment advisory with financial planning and transparent flat-fee pricing. Your financial advocate in New York City. - Andrew Kleinberg, CFA®, CFP®
Andrew Kleinberg specializes in transparent flat-fee pricing and hourly advice for those seeking professional, objective service by a fiduciary with no account minimums and no ongoing fees or obligations. Located in Midtown Manhattan.
Grand Central Financial Planning is a New York City fee-only financial planner for those seeking professional, objective service with no account minimums and no ongoing fees or obligations. The firm provides investment advice, portfolio reviews, comprehensive financial planning, and business opportunity evaluations to help individuals and business owners organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Andrew Kleinberg is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Andrew Kleinberg is a fee-only financial advisor at Grand Central Financial Planning, located in New York City.
I have over 25 years of experience in how financial markets work …and sometimes fail. Despite the low-fee revolution currently occurring, adverse incentives, conflicts of interest, and high expenses still persist on Wall Street. I recognized a need for personalized, transparent, and unbiased advice for the average person’s financial planning and investment decisions. That’s why I’ve built a firm that doesn’t sell any products other than our advice, and makes sure you always know how much you are paying and what you are getting in return. I have made some atypical choices in starting Grand Central Financial Planning with the goal of providing clients a high level of service at a reasonable price.
In my spare time I am the founder of the non-profit Long Island City Youth Sports League (LICYSL.org) and write the local blog in Long Island City, LICtalk. For more details on my work experience check my LinkedIn profile.
Andrew Kleinberg is a CERTIFIED FINANCIAL PLANNER™ Professional and a member of the National Association of Personal Financial Advisors and the XY Planning Network
Andrew Kleinberg is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Grand Central Financial Planning specializes in helping clients understand and manage their financial lives. We’ll work with you to clarify your options and give you the advice and support you need to make wise financial decisions.
Clients have the flexibility to engage our services on a one-time, periodic as-needed or ongoing basis.
Whether you’re starting from scratch, a do-it-yourself investor, already have a substantial portfolio, or just want a second opinion, we can help you with your needs.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Investment Advice
- Comprehensive Financial Planning
- Tax Planning
- College Education Planning
- Retirement Income Planning
Ideal Clients
- Growing Families
- Retirees and Near Retirees
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Andrew Kleinberg is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Andrew Kleinberg is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Andrew Kleinberg is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Andrew Kleinberg is a CFA® charterholder
The CFA Program is the most respected and recognized investment management designation in the world with less than 200,000 charterholders globally.
This advisor has earned the Chartered Financial Analyst® designation (CFA® charter) by passing all three of the CFA exams and gaining relevant industry experience, demonstrating their mastery of the investment analysis and decision-making skills most needed in the global investment management profession.
Contact Andrew Kleinberg
Office Locations:
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1407 Broadway
26th Flr
New York, NY 10018
