Meet Our Team
Edward Chairvolotti, MBA, AIF®, CEFEX
Edward Chairvolotti holds FINRA Series 7, 24,63 and 66 licenses through LPL Financial and is certified by the Center for Fiduciary Excellence. He is approved by LPL Financial to act as your Retirement Plan 3(38) ERISA Fiduciary Investment Manager. He also sits on the Leadership Council of the National Association of Plan Advisors. Edward received a B.S.B.A. in Finance from the University of Central Florida and an MBA from Nova Southeastern University. He was recently named one of Financial Times Top Financial Advisers of 2016 and Plan Adviser’s 2017 Top 100 Retirement Plan Advisers.
Andy Harper
Andy Harper's partnership with Ed Chairvolotti at Chairvolotti Financial in June 2024 marks a pivotal moment, combining Andy's extensive experience and credentials with the firm's strategic direction. His leadership in the retirement planning sector, particularly his previous role in leading the retirement plan practice at a Fortune 500 company, underscores his deep expertise in this field.
Andy's professional designations as an Accredited Investment Fiduciary (AIF®) and Chartered Retirement Plan Specialist (CRPS®) highlight his proficiency in fiduciary responsibility and retirement planning strategies. His FINRA licenses (Series 6, 63, 65, and 7) further validate his capability in financial advising and securities trading, essential for comprehensive client service.
Moreover, Andy is actively involved in industry advocacy and leadership. His engagement with federal policymakers in Washington, D.C. through the National Association of Plan Advisors illustrates his commitment to influencing legislative policies that shape the retirement industry. He maintains affiliations with influential organizations such as the Retirement Advisory Council, Retirement Leadership Forum, and Retirement Plan Advisor B/D Think Tank, where he contributes to advancing best practices in retirement planning.
Andy's contributions extend beyond advocacy; he participates in committee memberships, serves in advisory roles on retirement plan boards, and shares insights as a speaker at industry conferences. His continuous involvement demonstrates a dedication to staying at the forefront of industry trends and regulatory changes.
In conclusion, Andy Harper's wealth of experience, professional certifications, and active engagement in industry organizations make him a formidable addition to Chairvolotti Financial. His role as a partner alongside Ed Chairvolotti positions him to drive significant advancements in retirement planning and financial advisory services, enhancing the firm's ability to meet client needs effectively.
Mandy Biechele
Mandy received her B.A. from Flagler College.
Sue Chairvolotti
Sue received her B.S. from the University of Central Florida.
No matter how big or small, every business should be able to offer its employees a retirement plan as a part of its benefit package. What type of plan is the right fit for your employees?
We can help you make this important decision.
About Us
Chairvolotti Financial is headquartered in Winter Park, FL. We employ a prudent process for investment selection and performance analysis. This can be attributed to our internal process of constantly monitoring investments while keeping our clients informed as we navigate this ever changing environment.
The Employee Retirement Income Security Act (ERISA) of 1974 is federal legislation that regulates the establishment and management of corporate retirement plans. ERISA requires that retirement plan sponsors adhere to rigorous guidelines. Your obligations are known as the retirement plan sponsors “fiduciary responsibilities.”
Some key components to help measure the success of a retirement plan include participant outcomes and retirement readiness. This can be addressed through five key factors:
- Risk Management/Fiduciary Support – supporting your responsibilities as plan sponsor
- Cost/Fee Management – identifying reasonableness of plan fees
- Assist with Plan Design – utilizing selected features that seek to enhance your retirement plan
- Participant Education & Advice – changing participant behavior
- Investment Expertise – access to institutional money management
As a Private Wealth Management Firm we work with individuals and their families, assisting them in establishing realistic goals and objectives for their future. The focus of our investment philosophy and strategy is a disciplined approach to rules based investing.