Andrew Cortese

Para Planner


Professional Story


Andrew started his financial services career at Vanguard in the Retirement Planning Services department. In 2022, he joined MassMutual Greater Philadelphia as a Paraplanner providing advisors and their clients with financial planning support. As part of the Design Center, he assists with the preparation of financial plans, portfolio administration, investment research and analysis, and coordination of client service needs.

Andrew is a lifelong Philadelphian and holds a bachelor’s degree in Business and Financial Planning from Temple University. He holds a Series 6 and 63. In his free time, Andrew enjoys traveling, photography, hiking, and reading.


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Personal Story

Fox School of Business and Management - Temple University (2014-2019)

MassMutual Greater Philadelphia

2 Bala Plaza, Suite 901 Bala Cynwyd, PA 19004
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MassMutual Greater Philadelphia Office