Michael Pallozzi, AIF
Andrew is a Financial Advisor at HFM, where he supports both individual wealth management clients and company retirement plan participants. A native of Audubon, NJ, Andrew graduated from Rutgers University–Camden in 2022.
At HFM, Andrew is deeply involved in preparing and presenting reviews with clients, including unpacking tax returns, investment statements, and estate documents. He regularly meets with business owners and employees to help them better understand their retirement plan benefits, while also working behind the scenes to improve the firm’s financial planning systems and processes.
And yes, he’s also the unofficial office trivia master and resident snack inventory advisor.
Andrew was torn between a path in teaching and the world of business. What drew him to financial planning was its unique combination of both, educating clients while helping them find real answers to complex financial questions.
What he especially loves about HFM is its rare blend of big-firm expertise and small-firm culture: a team that values constant growth, close collaboration, and a shared commitment to client service.
Fun Fact: Fun fact: In addition to his client work, Andrew has become known as the creator (and self-proclaimed host) of HFM’s Annual Team Trivia Lunch. Each year, he crafts a lineup of trivia ranging from obscure workplace acronyms to quirky facts about clients. The undisputed fan favorite is the “HFM Quotes” category, where teammates must guess which colleague uttered a wild or outlandish quote from the prior year. His trivia sessions are a beloved (and increasingly competitive!) tradition.
