Andrew Atalla, CFP®, CLU® in

Andrew Atalla, CFP®, CLU®

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Founder & Financial Advisor at Feryale Financial - Northwestern Mutual
📍 Red Bank, New Jersey, United States

Andrew Atalla is the Founder and Financial Advisor at Feryale Financial, focusing on comprehensive planning for medical professionals, business owners, and sales executives. A graduate of Monmouth University, he holds both the Certified Financial Planner (CFP®) and Chartered Life Underwriter (CLU®) designations. People who have worked with him describe him as strategic and knowledgeable.

Coming from a family of medical professionals, with a dentist for a wife, Andrew has a deep, personal understanding of the unique financial challenges they face. In his personal time, he enjoys spending time with his family, traveling, and playing golf.

He is one of only 300 advisors since 1872 to receive Northwestern Mutuals prestigious MountainTop Award, given for the highest practice growth rate.

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Experience
13 Years
Current Role
Founder & Financial Advisor
Job Level
Leadership
Location
Red Bank, New Jersey, United States
Personality Overview

How Andrew shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Andrew cares about

Medical Professional Finance
His practice is dedicated to the unique financial challenges of medical professionals, influenced by his family's deep roots in the medical community.
Holistic Financial Planning
He emphasizes a comprehensive approach that considers clients' hopes and dreams, not just their financial assets, to provide clarity and confidence.
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Career

Work history

5-2016
Founder & Financial Advisor
Feryale Financial - Northwestern Mutual
6-2011 - 8-2014
Medical Assistant while in school at Monmouth University
NYU Langone Medical Center
In the press

Media appearances

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Education
2012 - 6-2017
Bachelor of Business Administration with Concentration in Finance with a Minor in Biology
Monmouth University
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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