Andre Rapoport

When I was 10 years old, my parents surprised me with a trip to NYC to a destination of my choice. Most people would suspect that my response would be Times Square, Central Park, or the latest sports event. Unlike most 10-year old’s, my response was a visit to the Financial District and the New York Stock Exchange. As the years went by, my interest in the financial world grew and it was inevitable that I would earn a Bachelor of Science degree in Finance and a Minor in Business Analytics from Ramapo College. I joined the student-managed fund and served as President of the group, sharpening my stock market and securities knowledge…how to read charts, deciphering financial statements, immersing myself with fixed income, and understanding the differences between fads and real stocks to invest in. Upon graduation, I found a home here at IBEX Wealth Advisors.

That’s a brief history about me. Now, let’s talk about you and how I could be of service.

As a fee-based Investment Advisor Representative, I incorporate a blend of fundamental and technical analysis to help you design an investment portfolio based on your risk tolerance, investment objectives, and liquidity needs. Along with creating a balanced portfolio, I use my skills analysis specialization to help you reduce and defer your taxes, guide you along the estate planning process, design and execute a retirement plan, assist you with insurance planning, as well as help you create an education plan. My holistic approach takes the time to understand your overall investment profile and goals, fulfilling my duty as an investment fiduciary. What’s that? Simply put, this means that I have committed to making decisions that are always in your best interest.

As one of the younger advisors in the office, you benefit from collaborating with an individual to service your financial needs for 40+ years, as well as the financial needs of your generations to come. As a client of mine, you’re also the beneficiary of 100 years of combined experience here at IBEX Wealth Advisors. Whether you’re retired, just starting your career, or currently immersed in the workforce, I encourage you to click on the email below to set up a free consultation so we can talk about how I can improve your financial situation.

Outside of work, I enjoy spending time with my family, volunteering at local food pantries, and taking my dogs on new adventures. I hold my Financial Industry Regulatory Authority (FINRA) Series 65 with IBEX Wealth Advisors.

"Andre Rapoport is solely an investment advisor representative of IBEX Wealth Advisors, and not affiliated with LPL Financial."