Andy Arnold, MBA, AIF®, CEPA®
CEO, Senior Wealth Advisor
(502) 242-1561
Andy@CenterlineWealth.com
As Centerline’s Founder, Andy Arnold has an impressive institutional investing record that spans over 25 years. He possesses extensive training and experience in investment management as well as retirement income and wealth transfer planning for individuals, physicians, growing businesses and their owners. With special expertise in long-term investment planning, Andy brings his clients an array of solutions that are both reliable and innovative.
Andy launched the firm following a successful tenure with UBS Financial Services’ Private Wealth Management office in Louisville, Kentucky. He earned an M.B.A. with distinction from the University of Louisville, holds Series 65 securities and life and health insurance licenses and has earned the Accredited Investment Fiduciary®* and Certified Exit Planning Advisor®** designations.
Andy has served as President of the University of Louisville’s College of Business Alumni Board and was awarded the University’s Distinguished Alumni Service Award. He is a lifetime resident of Louisville, where he and his wife Michelle are raising three boys. Expressing his musical side, Andy plays lead guitar with a group of local professionals.
* The AIF® mark is held by the Center for Fiduciary Studies, LLC, a Fiduciary360 (fi360) company. The professional designations awarded by fi360 demonstrate the focus on all the components of a comprehensive investment process, related fiduciary standards of care, and commitment to excellence. AIF® designees undergo an initial training program, annual continuing education, and pledge to abide by the designation’s code of ethics. Since October 2002, the Accredited Investment Fiduciary® (AIF®) designation has been the mark of commitment to a standard of investment fiduciary excellence. Those who earn the AIF® mark successfully complete a specialized program on investment fiduciary standards of care and subsequently passed a comprehensive examination. AIF® designees demonstrate a thorough understanding of fi360’s Prudent Practices for investment advisors and stewards.
** The CEPA® designation is awarded by the Exit Planning Institute. The candidate must complete a 5-day M.B.A. style program that concludes with a proctored exam. Candidates must also meet all the following requirements: 1)Five years of full-time or equivalent experience working directly with business owners as a financial advisor, attorney, CPA, business broker, investment banker, commercial lender, estate planner, insurance professional, business consultant or in a related capacity. 2)Undergraduate degree from a qualifying institution; if no qualifying degree the candidate must submit additional professional work experience (two years of relevant professional experience may be substituted for each year of required undergraduate studies). To retain the CEPA® designation the designee must obtain 40 hours of Continuing Education (“CE”) every three years and remain in good standing with Exit Planning Institute.
