Wealth Strategies
A Financial Services Boutique
1730 Main Street, Suite 214
Weston, Florida, 33326

Office: (954) 938-4900
Fax: (954) 938-4915
Email: Click Here

About Wealth Strategies

Andrea Gellert

Andrea Gellert is a Certified Senior Advisor and qualified and licensed by the State of Florida to lead continuing education seminars to CPAs and Insurance Agents. Andrea is the President of Women in Insurance and Financial Services, on The Board of Directors of Kids-4-Kids, a non profit organization, and sits on The Board of Directors of LeTip, East Broward, a Chapter of an International Networking Organization.

She's been serving and taking care of people like your- self for the last 15 years. Andrea brings her experience of being Chief Operations Officer for 39 medical practices over 13 years to the table.

Most importantly, Andrea makes life easier for people and those important to them.

Yvette Broder

As a highly skilled liaison, Yvette facilitates the successful implementation of financial strategies through collaborating with your or her attorneys and CPAs. This holistic approach helps people create and implement an estate structure and family plan tailored to their specific needs. An on-going review process is set up to monitor results and make necessary adjustments.

Yvette has a Bachelor of Science degree from the University of Florida, co-created an advanced estate planning seminar system that is sold nationwide by one of the largest financial seminar developers. Also, A&I has conducted these same seminars in numerous states coast to coast. She has been a member of the prestigious Million Dollar Round Table (MDRT) association for the last three years.

Yvette is constantly adding to her knowledge base through personal growth workshops, continuing education seminars and studying for her Certified Life Underwriter's designation.