He has earned the CFP®, ChFC®, RICP®, and CLU® designations, as well as his SIE, Series 7, Series 63, and Life & Health licenses. Continuous learning and mastery of his craft are core to his philosophy.
Outside of work, Drew and his wife are avid sports fans. Both former collegiate athletes, they hold New England Patriots season tickets and love cheering for the Red Sox and Celtics. They also love to travel, with favorite destinations including Maui, Iceland, Paris, the Maldives, Alaska, and Aruba. In July 2025, they welcomed their daughter, the most meaningful and joyful experience of Drew’s life.
Drew Inglesi is a Financial Planner who combines his love of numbers with his passion for helping people. He joined a planning firm right out of college and has never looked back.
For Drew, the most rewarding part of his work is watching clients take action and seeing their lives improve because of the plans they built together—whether that means retiring earlier than expected, buying a vacation home, or simply having financial confidence.
We’re here to help make sure it does.