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About Us
- Adrian Andreotta

Founded by Adrian Anthony Andreotta, CFP®, AAA Financial Group, LLC., offers full service comprehensive financial planning. With over a decade of experience, it is our fiduciary responsibility and obligation to help all of our clients meet their financial goals. Adrian was a recipient of 2018 BISA (Banking Insurance & Securities Association) Rising Star Award which exclusively recognizes those professionals for their growth, leadership and career advancement within the financial services industry. 

Prior to founding AAA Financial Group, Adrian worked as Vice President, Financial Advisor for Webster Investments/Financial Resources Group from 2017- 2023. Before joining Webster, Adrian worked for Wells Fargo Bank, N.A. as Vice President, Financial Advisor in addition to Assistant Vice President, Regional Bank Private Banker, quarterbacking the affluent segment relationship management for the Greater CT region. In this role, Adrian acted as a liaison between the Community Bank and Wells Fargo’s Private Bank, assisting those clients with more complex financial needs.

Adrian Anthony Andreotta, CFP® holds a series 7, 65, 63, and Life & Health insurance licenses. Adrian Andreotta obtained his Certified Financial Planner™ certification in 2016.

Mission & Vision

We partner with individuals/families, businesses & institutions to identify goals, and analyze their needs. By doing so we are able to develop a plan, assist in the implementation process and monitor its progress. The very foundation of our business is built on trust, confidentiality, and dedication to our clients.

Have Questions?

Get in touch with me today!

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