Managing Partner, Head of Private Client & Executive Life Insurance
Andrew "Drew" Serzan is the head of private client and executive life insurance planning and a founding partner of OneTeam Financial. Over the past two decades, he has built his career in the financial services and insurance planning industry by focusing on long-term relationships with his clients and fellow professionals.
Andrew's passions include working with individuals and businesses in the areas of retirement, wealth transfer and preservation, life insurance and financial planning as part of a holistic plan. With a specialty in high-income and high-net-worth clientele, Andrew designs and oversees sophisticated insurance strategies to help ensure efficient and effective asset transfer and cash flow preservation.
He works diligently to help clients understand the decisions and opportunities presented by their unique situations, working alongside them and their other advisors to help implement their strategic plan.
Andrew graduated from N.J.C.U. with a Bachelor of Arts in Business Management and has earned professional certifications in long-term care planning as well as Social Security.
In his free time, Andrew enjoys spending time with his family and kids, traveling, cooking and following his favorite sports teams. He resides with his family in Colts Neck, New Jersey.
- Certification in Long-Term Care (CLTC®)
- FINRA Series 6, 63 and 65 Securities Registrations
- Life and Health Insurance license
- National Association of Insurance and Financial Advisors (NAIFA)
- Finseca (formerly known as AALU)
- Million Dollar Round Table® (MDRT), The Premier Association of Financial Professionals
Qualifying membership in the MDRT is based on minimum commission and gross business generated within a year and is not based upon performance or returns experienced by any client, or opinions of the advisor's clients or former clients. All members must apply every year to continue their affiliation with the Million Dollar Round Table. Each MDRT status designation is granted for one year only. For details regarding qualifications for these memberships, please visit the following web site address: https://www.mdrt.org/join/member-requirements/# Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results.