Andrew Kobylski

Andrew is an Associate Wealth Advisor with CI Brightworth and has been with the firm since 2020. Originally from the Northern Virginia area, he attended Virginia Tech and graduated Summa Cum Laude with a degree in Finance under the CFP® Certification Education Option. He obtained both his CERTIFIED FINANCIAL PLANNER™ and Certified Investment Management Analyst® designations in 2021.

Blog Post by Andrew Kobylski

Andrew Kobylski Nov 7, 2022 1:06:12 PM 4 min read

Common Mistakes Surrounding Qualified Charitable Distributions

In our experience, Qualified Charitable Distributions (QCDs), which have been around ...

Andrew Kobylski Apr 12, 2022 10:36:56 AM 4 min read

Are You Going to Run Out of Money in Retirement?

A portfolio stress test can help give you some peace of mind Andrew Kobylski and ...

Andrew Kobylski Mar 8, 2022 11:47:51 AM < 1 min read

You are finally making good money. Now what?

Are you one of the many millennials who now have excess income? How do you decide if you ...

Andrew Kobylski Dec 8, 2021 12:00:00 PM 4 min read

Drilling it Down – 2022 Retirement Plan Limits

What was supposed to be the year of recovery ended up being the year of volatility. ...

Andrew Kobylski Aug 10, 2021 3:48:00 PM < 1 min read

THE RIGHT RETIREMENT PLAN: DO I CHOOSE A TRADITIONAL OR ROTH 401(K)?

Have you felt confused about how to choose between a traditional or Roth 401(k)? Wealth ...

Andrew Kobylski Jan 18, 2021 3:46:00 PM < 1 min read

STOCKS HAD A BIG YEAR. SHOULD YOU SELL SOME TO BUY A SECOND HOME?

Will it make sense for you to use your stock market gains to buy a second home this year? ...

Andrew Kobylski Aug 10, 2020 5:56:00 PM 4 min read

Breaking the Chain

Andrew Kobylski | Wealth Planner and Callie Huggins | Wealth Planner