Andrew Bonetti joined CCR as a Financial Consultant in 2016, bringing more than a decade of experience serving high-net-worth individuals and institutional clients, including defined benefit plans, endowments, and foundations. At CCR, he collaborates with the firm’s financial planning, investment management, and corporate retirement teams to ensure that each client’s business and personal objectives are aligned within a cohesive, comprehensive strategy.

Andrew enjoys working with many of CCR’s younger clients—those who may be starting a business or seeking guidance on saving for retirement, purchasing a home, or planning for their children’s education. Reflecting on this work, he says, “I like helping clients understand the investment landscape and how it shapes their overall financial plan.” He especially values the opportunity to guide individuals who have never worked with a financial planner, helping them organize their financial lives and estate plans while ensuring the right risk management strategies are in place.

Andrew earned his Bachelor of Arts from Providence College and his MBA from Northeastern University. He is a Certified Financial Planner® professional and holds Series 7, 63, and 65 securities registrations. Outside of work, Andrew enjoys spending time with his family, traveling, playing golf, and attending live music events.