Preferred Planning Associates offers our members financial independence through establishing clear goals and financial discipline. Providing comprehensive personal planning services, Preferred Planning Associates' onsite fiinancial advisor, Andrew Van Erp, is committed to educating members to make well-informed decisions and find meaningful financial paths to the future.
- Comprehensive Financial Planning
- Asset Protection & Risk Management
- Investment Management Services
- Retirement Income Plans
- 401k/403b/457 Investment Guidance
- College Planning
- Long-Term Care Insurance
- “Second Opinion” Service
- Insurance Planning
- Estate Planning
- Social Security Guidance
- IRA Check-Ups
Call Andrew Van Erp today at (513) 529-6094 to schedule a visit or for more information.
Andrew is a financial advisor with Preferred Planning Associates specializing in comprehensive financial planning, investment management services, asset protection and risk management, as well as customized retirement income plans. He has been in the financial services industry for over 20 years helping clients, advisors and institutions attain their financial goals and objectives by utilizing effective products, services and strategies. He believes that excellent service is the key to cultivating great relationships with his clients.
Prior to joining PPA, Andrew held significant positions at Ameritas, Manning & Napier, JP Morgan Chase and Morgan Stanley. He is a graduate of the University of Michigan with a B.A. in Economics and currently holds the FINRA Series 7, 24, 63 and 65 licenses in addition to insurance licenses. He is also a long standing member of the Financial Planning Association. Andrew stays involved in the community by supporting Paige’s Princess Foundation, Matthew 25 Ministires, Lakota/Mason Food Pantry and Saint Maximillian Kolbe church.
Andrew and Stacy, his wife of 17 years, have three children: Madison, Ellie and Carter. When he isn’t busy cheering them on at lacrosse, volleyball and track, Andrew enjoys playing golf, running and watching sporting events.
To meet with Andrew or for more information, call at (513) 529-6094.
Disclaimers: Due to various state regulations and registration requirements concerning the dissemination of information regarding investment products and services, we are currently required to limit the services described on this page to residents of states in which we are registered.
No information provided on this page is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdiction. Registered Representatives of Cambridge Investments, Inc., whose identities and associations are disclosed on this site may only discuss securities or transact business with persons who are residents of the following states: Indiana, Kentucky, Ohio, California, Florida, Michigan, Oregon, and Pennsylvania.
If you reside in a state other than those listed, please contact us via the email links provided, so that we may take the appropriate steps and inform you when the services of Andrew Van Erp are available in your state. Thank you.
*Non-Deposit Investment Products are not NCUA or FDIC insured, are not obligations of or guaranteed by the Credit Union, involve investment risk and may lose value. Registered Representative, Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Preferred Financial Planning, Miami University Community Federal Credit Union, and Cambridge are not affiliated.