Gateway Financial Partners

Andrew Aubrey

CFP®, CKP® – LPL Financial Advisor in Connecticut

Areas of Focus
  • Family Retirement Planning
  • Investment Management
  • Corporate Retirement Plans
Licenses and Registrations
  • Uniform Investment Adviser Law Exam (Series 65*)
  • Uniform Securities State Law Examination (Series 63*)
  • General Securities Representative Exam (Series 7*)

*Licenses Held at LPL Financial

  • Texas Tech University 1994 – BS in International Economics
  • University of Salzburg 1993 – Spring Semester
  • New York Institute of Finance 1996
  • College of Financial Planning (CFP) 2006
  • UCLA – The Retirement Advisor University (TRAU)

Social Media

Contact Information

Gateway Financial Partners
455 Winding Brook Drive
Glastonbury, CT 06033
Fax: 860.652.6163

Your Guide to Personalized Financial Planning

A Texan Heart with a Global Vision: Born and raised in Farmers Branch, Texas, I’ve always cherished family, sports, and the great outdoors. My love for the world around me led me to Texas Tech University, where I dove into the intricacies of International Economics. I also did a semester abroad at the University of Salzburg in Austria.  Alongside my academic pursuits, I’ve always had a passion for helping others, volunteering at places like the Shriner’s Hospital in Dallas and The Children’s Hospital in Little Rock, and even extending my helping hands internationally with the Global Volunteers organization in Pommern, Tanzania. 

Wall Street Days and Family Ways: Post-graduation, my financial journey took me to the bustling streets of Wall Street in NYC. It was here, amid the buzz of the financial world, that I met my wonderful wife. Fast forward to today, we’re happily settled in West Hartford, CT, raising our three daughters, two in college and the youngest in high school. Family is my cornerstone, and I bring that same dedication and care to my clients’ financial well-being. 

A Solid Foundation in Finance: With a rich educational background and registrations – Series 7, Series 63, and Series 65 held through LPL Financial – I specialize in Family Retirement Planning, Investment Management, and Corporate Retirement Plans. My goal is to make these complex areas approachable and understandable for you. 

More Than Just Numbers: When I’m not navigating the financial markets, you’ll find me coaching the Conard Wrestling team in winter, exploring the golf course, running races, or hosting a good old BBQ with friends and family. I believe in living a full life, and I aim to help you preserve a financial future that allows you to do the same. 

Let’s Connect: Whether you’re planning for retirement, managing investments, or setting up corporate plans, I’m here to guide you every step of the way. Let’s build a financial plan that reflects your life, values, and dreams

Are You Ready for Retirement?

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In my free downloadable guide, we will review the 5 steps designed with a goal to help you minimize financial stress, and maximize your return on life!