"I'm committed to a 'gain and retain' philosophy which empowers me to help protect and preserve the retirement savings of my clients."
– Andrew Rafal
Partner & Co-Founder
Andrew Rafal, Partner and Co-Founder of Arizona-based financial advisory firm, Strategy Financial Group, is an investment and retirement advisor who specializes in defensive investment risk management strategies. Mr. Rafal prides himself in acting as a personal CFO for his clients as he specializes in building customized retirement income plans and providing asset protection from market volatility, minimizing tax liability and maximizing wealth transfer. His holistic approach to upholding a “gain and retain” philosophy has enabled him to help protect and preserve the retirement savings of hundreds of individuals throughout the state of Arizona and clients across the country.
The firm he Co-Founded, Strategy Financial Group, is recognized as a leader in comprehensive investment, retirement and insurance planning solutions in the state of Arizona. Strategy Financial Group’s investment philosophy ensures that the firm’s advisors are dedicated to growing wealth while simultaneously minimizing risk exposure and protecting existing assets for their clients.
Mr. Rafal has established himself as a nationally recognized advisor who speaks regularly at industry events and conferences. As part of his financial education advocacy efforts, he hosts a weekly 30-minute radio program called “Safe Money Radio” on KKNT AM 960 in Phoenix. He provides financial education to community members through speaking engagements and public events throughout the year as well.
His professional credentials include the Series 65 securities license which permits him to provide investment advice in the areas of retirement planning and portfolio management. Mr. Rafal is an Investment Adviser Representative of Strategy Financial Services, a Registered Investment Advisory firm. He is also life and health insurance licensed in the state of Arizona.
Mr. Rafal holds a membership with the National Association of Insurance and Financial Advisors (NAIFA), an organization that is dedicated to positive legislative and regulatory advocacy, enhancing its members business and professional skills, promotion of the ethical conduct of its members, and consumer financial literacy. He is also a member of the exclusive Ed Slott Elite IRA Advisor Group™ which only awards membership to the top one percent of financial professionals nationwide. Additionally, he has also earned Top of the Table honors through the Million Dollar Round Table (MDRT), which is reserved for those dedicated to providing exemplary client service while displaying the highest standards of ethics and professional knowledge.
Mr. Rafal holds a Bachelor’s degree in Finance from Miami University in Ohio and also studied Business at the London School of Economics. Outside of work, he is actively involved in Phoenix’s Executive Council 70 Charities, a group of more than 250 working professionals dedicated to providing grants to programs and non-profit organizations that help the youth of Arizona reach their full potential as productive, caring and responsible citizens. He is also involved in fundraising for Scottsdale Healthcare System's Neonatal Intensive Care Unit. Mr. Rafal currently resides in Scottsdale with his wife and daughter.
To learn more about how Andrew can help you with your current retirement planning and for a free, no-obligation 3-step review, call Andrew today at 602.343.9305 or 520.505.3670.
Investment advice is offered through Strategy Financial Services, LLC, a Registered Investment Adviser. Insurance and annuity products are offered separately through Strategy Financial Group. Strategy Financial Group is not affiliated with Strategy Financial Services, LLC although associates or employees of Strategy Financial Group may be Investment Adviser Representatives of Strategy Financial Services, LLC. Securities offered through Strategy Financial Services, LLC are placed through TD Ameritrade Institutional, Member FINRA/SIPC, and Security Benefit Life.