Broker Check
Andrea Sheikh, CFP®, CIMA®, CAIA®

Andrea Sheikh, CFP®, CIMA®, CAIA®

Wealth Management Specialist

My Role:

Andrea’s primary focus is supporting the investment management division.

Work History:

Prior to joining IronBridge Wealth Counsel, Andrea worked as an Investment Consultant for a boutique firm and as a Corporate Vice President for a Fortune 500 Company focused on their RIA business. She has worked with hundreds of financial advisors and their clients across the county.

Where I Come From:

Andrea was born and raised in South Florida. After college, Andrea moved back to South Florida where she met her husband, Jason. They then moved to New York City and Charleston, West Virginia for career opportunities. After seven years away, they moved back home to South Florida to be close to family. They have one daughter, Gianna Grace.

Education:

Andrea has a B.S. in Finance and Theology from Boston College and an MBA from the University of Florida. She has earned the CERTIFIED FINANCIAL PLANNER™ certification, the Certified Investment Management Analyst® designation and the Chartered Alternative Investment Analyst® designation. She is Series 7, 66 and 24 registered.

My WHY:

Andrea has always been interested in business and knew she would have a career in this field. After interning during college, she fell in love with wealth management. Andrea is passionate about financial education and helping clients attain financial peace. Andrea is especially empathetic to those in medical professions. Andrea’s husband is an oral surgeon and previously owned his own dental practice. Andrea met many residents and doctors during Jason’s training years and understands their unique challenges as new graduates or established professionals.  She strongly believes that healthy individuals should have healthy finances, too.