Andrew VahabAndrew Vahab, CFP®Managing DirectorWealth Partner
Awards and Industry Recognition
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About Andrew
Andrew Vahab is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management.
He and his team joined the firm in 2023 after spending two years at First Republic and 19 years at Citi Personal Wealth Management where he rose to Director, Senior Wealth Advisor and Portfolio Manager.
Andrew's financial and civic life has been a profile of achievement and devotion for decades. His reputation for professional excellence and personal care has attracted an elite, nationwide clientele of prominent founders, thought leaders, entrepreneurs, venture capitalists, real estate developers and C-suite executives. He is particularly skilled at providing complex multi-generational financial solutions and capital market strategies.
Results and relationships are important to Andrew. He tries to work closely with both spouses and entire families—educating and sharing financial lessons that can prove beneficial for generations to come. His affinity for friendly conversations puts clients at ease and allows for discussions around issues that may not have been raised previously.
Andrew has become good friends with many clients and feels privileged to have shared their special moments at anniversary parties, weddings and other milestone events. The closeness of those relationships makes him a "first call" for any financial decision.
Andrew earned the CERTIFIED FINANCIAL PLANNER® (CFP®) designation at New York University and a B.S. in Business Administration from the Zicklin School of Business at Bernard M. Baruch College, where he majored in Finance and Investments and minored in Political Science. He also earned a certificate from the Wharton School at University of Pennsylvania.
Generous with his time and resources, Andrew serves on the Board of Directors for the Dreyfoos Foundation, a prestigious art school in South Florida. He also serves on the board of the Youth Activity Center of Boca Raton, an affordable after-school enrichment program. In addition, Andrew is a Senior Board Advisor for Lens on Life, a non-profit organization that supports photography and computer literacy training for at-risk youth around the world.
Raised by his single mother, Andrew grew up with a deep appreciation for hard work and the value of money. Today, he and his wife, Jackie, live in Boca Raton with their four sons. When not participating in his kids' activities, Andrew can be found on the tennis court or at his group's offices in Boca Raton and Manhattan.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Insights
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May 14, 2025The April 2025 Consumer Price Index (CPI) print from the Bureau of Labor Statistics showed that inflation cooled further in April. However, the potential impact of tariffs still looms.Read NowHow to better position portfolios before the hard data changes
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May 7, 2025You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read NowThe art of making your estate plan matter: Using your superpower as a “wise giver”
May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read Now3 ways to stay active while in retirement
May 5, 2025Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read NowWhat April’s solid jobs report means for the stock market and interest rates
May 5, 2025The April 2025 jobs report underscored the labor market’s resilience in the face of trade policy uncertainties and recent market volatility.Read NowAI tools and your privacy: What you need to know
May 5, 2025Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.Read Now