Andrew Cortese, CFP®

Paraplanner

Chester Springs, PA (Philadelphia Metro)

Department: Advisors

Andrew Cortese joined the Modern Wealth team in July 2026. As a paraplanner in our Chester Springs, Pennsylvania office, Andrew analyzes individual tax returns for planning opportunities, models financial planning scenarios, and assists financial planners in developing comprehensive financial plans. Andrew arrived at Modern Wealth with six years of industry experience and is an alumnus of Temple University.

Let’s Talk

Schedule a Conversation Today

Click below to schedule a short conversation with our Concierge Desk.

They will work with you to understand your needs and coordinate with the right advisor for your situation.

 Schedule a Meeting

Already a client? Click here to contact us.