Anders Velischek, CFP®

Mr. Velischek joined Simon Quick in July 2016. As a Director on the Client Advisory Team, he provides financial planning advice to high-net-worth individuals and families. Additionally, he serves a number of endowments and foundations, guiding them on investment policy decisions and investment implementation.

In addition to providing advice to his clients, Mr. Velischek is also a co-chair of Simon Quick’s Retirement Planning and Client and Report Steering (CARS) Committees and sits on the Financial Planning and Innovation Committees.

Mr. Velischek graduated from Bucknell University with a B.S.B.A. in Accounting and Financial Management. He completed the Financial Planning Certificate Program at Fairleigh Dickinson University in September 2019 and became a CERTIFIED FINANCIAL PLANNER^® practitioner in December 2019.

Call: 973-525-1003
Email: [email protected]