Andy Rao

Financial Advisor

My Focus Areas are Protecting Your Family, Saving for Retirement, Living in Retirement, Financial Strategy, Saving for Education and Small Business

Languages spoken by this financial professional: English, Hindi, Marathi, Konkni

Worried About Market Volatility?

If market volatility has you feeling worried, it’s important not to let emotions get in the way. There are some things you should consider that may help manage expectations when markets start moving.

About Andy Rao

When it comes to helping people with their finances, a cookie cutter approach doesn't work. Everyone's different, so listening to you and discussing your hopes and dreams allows us to focus on what's important.

I'm Most Proud Of: Hearing from clients about how our team helped improve their life. There's nothing better!

Presidents Council

Solutions

Life Happens. Being prepared makes all the difference.

You have options when it comes to your financial future - no matter your life situation.

Planning-for-Small-Business

As a business owner, you have a lot to protect – your business, your employees and your family. Life insurance is often purchased for personal financial protection but can also help with three key areas of business planning: business continuation, executive compensation and retirement. We can help you unlock the value of your business to help you reach your goal of retiring without depleting the business’s capital.

Exploring Financial Strategies

We’ll work together on your toughest investment challenges – whether you need reliable income, protection from market volatility and other risks, or continuing your family legacy.

Saving for Retirement

Get help reaching your retirement goals on your terms with an annuity, 401(k) or IRA. An annuity can be a way to provide retirement income and defer year-end taxes, and an IRA and 401(k) give you options to save for the next phase of your life. See if one or all of these retirement vehicles are right for you.

Experience

  • Financial Advisor

    Prudential Advisors

    March 2015 - Present | Overland Park

  • B.S. Finance and Accounting, M.S. Personal Financial Planning (In-Progress)

    Kansas State University

    July 2010 - February 2015 | Manhattan, KS

The Prudential Difference

    • Variable Annuities: AR, FL, KS, MO, NY, PA, TX, VA
    • Securities License: AR, AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, KS, MD, MO, MT, NC, NE, NJ, NV, NY, OH, OK, OR, SC, SD, TN, TX, VA, WA, WY
    • Variable Life Insurance: FL, KS, MO, NY, PA, VA( AR License #17346029)( TX License #2274041)
    • Fixed Annuities: FL, KS, MO, NY, PA, VA( AR License #17346029)( MN License #40680596)( TX License #2274041)
    • Life Insurance: FL, KS, MO, NY, PA, VA( AR License #17346029)( MN License #40680596)( TX License #2274041)

Andy Rao is associated with the Greater Heartland Financial Group Office, 12312 Olive Blvd, Suite 300, St Louis, MO, 63141-6474, Managing Director: Christopher Alexander, Phone: 314-878-9000. Andy Rao offers financial planning and investment advisory services through Pruco Securities, LLC (Pruco), doing business as Prudential Financial Planning Services (PFPS), pursuant to separate client agreement. Andy Rao offers insurance and securities products and services as a registered representative of Pruco and an agent of issuing insurance companies.  1-800-778-2255. My compensation may be based on a combination of fees and commissions. NY Coronavirus Information for Consumers (New York residents only.)Opens in a new window For information on fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window.

Check the background of this investment professional on FINRA’s BrokerCheck.