Andrew P. Broady, CFP®
Andy is the president/owner of Applied Capital Management, Inc., and has been a practicing financial planner since 1984. He received his Certified Financial Planner (CFP) designation from the College of Financial Planning in Denver Colorado in 1988, and is a Registered Principal with SagePoint Financial, Inc., a registered broker–dealer headquartered in Phoenix, Arizona. He has the following FINRA securities registrations: Series 6, 7, 22, 24, 51, 63, and 65. He is also a licensed insurance producer and is Certified in Long Term Care. Andy holds a Bachelor of Science degree in Business Administration from Boston University School of Management graduating Magna Cum Laude in 1977.
Andy honed his presentation skills by teaching generic financial planning courses to over 8,000 students for various institutions in the area including SNHU (formerly NH College), UNH (School for Lifelong Learning), and NH Community Technical College (as Associate Professor) to name a few. He employs this same educational process in meetings with clients, endeavoring to develop in each individual sufficient knowledge to be able to confidently make informed decisions.
Winters in NH are fun for Andy and his family as he taught both daughters to ski and now tries to keep up with them on the slopes regularly. In the Summer he enjoys boating and swimming on Cobbett’s Pond where he lives and is also an avid golfer (since age 7). Traveling is also a family pastime with yearly trips, most recently to Peru. In addition, his passion for music includes guitar playing and producing classic rock and R&B shows for corporations and charities around the world. Andy grew up on a horse farm with lots of animals. Currently he has toned it down to 2 cats.