Andrew VahabAndrew Vahab, CFP®Managing DirectorWealth Partner
Awards and Industry Recognition
Forbes
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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
Insight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read Now
Defying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read Now
Capitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read Now
How to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read Now
Insight 2: Foundation of values to define culture and focus
July 22, 2025A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read Now
How much of your portfolio should be in non-U.S. stocks?
July 22, 2025Explore why it may be beneficial to consider adding non‑U.S. equities by examining valuation shifts, volatility patterns and long‑term return potential.Read Now
Creating meaning in the send-off: A guide for families with college-bound children
July 22, 2025As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read Now
Insight 4: Initiate interdependent “pillars” separating family and business governance
July 22, 2025Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read Now
Insight 3: The culture shift from paternalism to partnership
July 22, 2025Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read NowInsight 1: Build and sustain a “great” extended family
July 30, 2025Investing in family development can have a long-lasting impact on your family’s wealth and legacy of values and traditions.Read NowDefying the tariff drag: 3 reasons markets are moving forward
July 25, 2025The risks are real, but so is resilience. Here’s why fears about trade and policy setbacks are fading.Read NowCapitalizing on the tax-deferral advantage of a variable annuity
July 24, 2025A variable annuity is a tax-deferred retirement product that accumulates funds or distributes income based on the performance of the underlying investment options chosen by the contract owner. Read why this can be especially beneficial for individuals in a high tax bracket.Read NowHow to use life insurance as a financial asset
July 23, 2025Yes, life insurance can offer a benefit to loved ones when you pass, but it can also be a financial asset during your life. Learn how it works.Read NowInsight 2: Foundation of values to define culture and focus
July 22, 2025A core mission and set of values are important guides for a generative family, but keep in mind that they are dynamic and should be revisited and adapted with each new generation.Read NowHow much of your portfolio should be in non-U.S. stocks?
July 22, 2025Explore why it may be beneficial to consider adding non‑U.S. equities by examining valuation shifts, volatility patterns and long‑term return potential.Read NowCreating meaning in the send-off: A guide for families with college-bound children
July 22, 2025As you and your child prepare for this important next chapter, consider crafting a meaningful, celebratory send-off ritual that reflects your family’s values and hopes for the future.Read NowInsight 4: Initiate interdependent “pillars” separating family and business governance
July 22, 2025Establishing defined groups to organize family activities and learning can be just as valuable as business governance.Read NowInsight 3: The culture shift from paternalism to partnership
July 22, 2025Developing a new, collaborative culture as leadership shifts from founder to successor is a key attribute of successful generative families.Read Now