Broker Check
Ande Frazier - CFP®️, CLU, ChFC, RICP, ChSNC, CDFA®️, CEPA, CExP

Ande Frazier - CFP®️, CLU, ChFC, RICP, ChSNC, CDFA®️, CEPA, CExP


Ande began working in the financial industry over thirty years ago specializing in personal finance and wealth building for individuals and business owners. Her skills led her to become a prominent speaker and thought leader in the financial services industry.

After serving in various leadership positions throughout the financial services industry, including running a multi-million dollar fintech company, launching a media company focused on women and money and serving as a Vice President of Distribution for a large insurance company, Ande returned to private practice by rejoining Peachtree Planning Corporation, as a partner of Peachtree Planning of North Georgia. Peachtree Planning Corporation is a premiere financial services firm with offices throughout the Southeast and clientele across the country.

As a widely known expert on behavioral finance, Ande regularly appears on top national media outlets such as CNBC, Huffpost, and Yahoo Finance to speak about topics at the intersection of women and finance.   Ande’s career accomplishments led her to be named one of Bristol’s Who’s Who Among Distinguished Professionals and Executives, Top 100 in Finance for 2019, Top 50 Women of 2019, by Top 100 Magazine, selected as  one of the Top Women Advisors of Atlanta for 2021, 2022 and 2023 by the National Association of Insurance and Financial Advisors and the winner of the Five Star Award, featuring Ande as one of the outstanding wealth managers in Atlanta. She is also the Amazon Best Selling Author of Fin(anci)ally Free! 11 Conversations People Need to Have with Yourself about Life, Money and Worth.  

Along with her financial education, Ande has received training from the Coach Training Alliance, Landmark Education, Heroic Public Speaking and The Life Coach Institute. She is an active member of Finseca, NAIFA, Million Dollar Roundtable and a former board member of Women in Insurance and Financial Services.  She is also active in her community as a member of The Seven Hills Rotary and Exchange Club.

Ande has her Life and Health Insurance license in addition to Securities Licenses Series 7, 65, 63 and serves as a Fiduciary. Her specialties include working with business owners, families and female professionals.  She also has expertise in unique areas such as divorce, special needs planning and eldercare.    

Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian.