Andrew Toccaceli, RICP®, MRFC®
Andrew is a wealth advisor at W.A. Smith Financial Group. He is also an investment advisor representative and the senior vice president of Great Lakes Retirement, Inc., an SEC Registered Investment Advisor.
Andrew is a Wealth Advisor at W.A. Smith Financial Group and the Senior Vice President of Great Lakes Retirement, Inc., an SEC – Registered Investment Advisor. Andrew specializes in creating a customized plan for retirees and pre-retirees with a focus on retirement income planning, wealth management, wealth preservation and estate planning. As the Senior Vice President of Great Lakes Retirement, Inc., Andrew also assists the Chief Strategist, Bill Smith, in reviewing all managed portfolios.
Andrew graduated from Miami University’s Farmer School of Business with a degree in Finance. He joined the team at W.A. Smith Financial Group in 2010. Andrew is a Retirement Income Certified Professional® through the American College of Financial Professionals and a Master Registered Financial Consultant® with the International Association of Registered Financial Consultants. He is also an Investment Advisor Representative of Great Lakes Retirement, Inc.
Andrew keeps active at home with his wife, Jill, three sons, Connor, Jensen and Brooks, and their dog, Brantley. Andrew is an avid Cleveland sports follower and enjoys watching and attending Browns, Indians and Cavs games throughout the year. In his spare time, he enjoys golfing, bowling, and spending time with his family and friends.
Get to know Andrew
Favorite book: Moneyball
Favorite movie: Goodfellas or Major League
Favorite quote: “Never let the fear of striking out get in your way” – Babe Ruth
Best piece of financial advice you’ve ever received: Define Personal Success and then Achieve it. Always think like an entrepreneur.