Andrew Lendnal is an established authority and financial wellness expert with over two decades of experience in the financial services and investment markets. In 2020, Andrew earned recognition from the New York Times as one of the top five leaders advancing and championing the financial wellness at work movement, a testament to his dedication.
He has held various influential roles at industry giants such as Morgan Stanley, Morningstar Inc., KeyCorp, and even founded his own wealth management business and more recently the financial wellness strategy consulting firm, FinWell360™. Andrew leverages his extensive experience to craft insightful and tailored financial wellness programs. Renowned for his ability to resonate with employees, both at companies of varying sizes and Fortune 500 firms, he assists HR and benefits teams, financial institutions, and organizations in mitigating employee financial stress.
An accomplished best-selling international author of seven personal finance books (Catalyst, Gold Start, Budgetwise Dollar Rich and Money$mart) and a keynote speaker, Andrew simplifies complex financial concepts, empowering readers worldwide. His advocacy extends to television, newspapers, and radio, emphasizing the importance of financial wellness.
Hailing from New Zealand, Andrew has made Washington D.C. his home, where he resides with his wife and three daughters. He holds a Bachelor of Commerce and a Bachelor of Science from Victoria University of Wellington, as well as an MBA in Finance from Massey University. Alongside these academic accolades, he has also earned the FINRA Series 7, Series 63, and the Certified Financial Education Instructor (CFEI) and Certified Financial Coaching designations through the NFEC.
