Advisory Board Member Andrew Lendnal
Massachusetts Financial Educators Council
Hailing from New Zealand, Financial Wellness Expert, Banking and Financial Services Executive Andrew Lendnal has made Washington D.C. his home, where he lives with his wife and three daughters. A distinguished alumnus, Andrew holds a Bachelor of Commerce and a Bachelor of Science from Victoria University of Wellington, as well as an MBA from Massey University. Alongside these academic accolades, he also attained the Series 7 and Series 63 financial certifications. With over two decades in the industry, Advisory Board Member Andrew Lendnal has made an indelible mark in the financial wellness arena. More than just a financial expert, he’s fervently passionate about guiding individuals toward financial stability and independence. Holding the Certified Financial Education Instructor (CFEI®) designation through the NFEC, Andrew’s dedication has positioned him at the forefront of the workplace financial wellness movement and its related communities.
Bestselling Author and Speaker for Financial Wellness: Andrew Lendnal
Andrew Lendnal is an internationally bestselling author who has written seven books simplifying intricate financial concepts for readers of all backgrounds. Titles such as ‘Gold Start’, ‘Budget Wise Dollar Rich’, and ‘Catalyst’ have received global recognition. Moreover, his children’s series, ‘Money $mart’, paves the way for the financial literacy of future generations. Beyond Australasia, Andrew’s influence in the media landscape has expanded, with regular appearances on ‘Good Morning’ and authorship of authoritative columns cementing his reputation as a trusted financial voice in the U.S.
Recognized worldwide as a compelling speaker, Andrew skillfully blends education with engagement, captivating the attention of audiences globally. While serving pivotal roles in esteemed firms like Morgan Stanley, KeyCorp, and Morningstar Inc., Andrew has meticulously devised and navigated financial wellness strategies that resonate with employees predominantly at Fortune 500 companies. In 2020, his significant contributions were spotlighted when a New York Times journalist named him one of the top five leaders championing financial wellness in the workplace. Andrew remains committed to his mission: guiding the path toward financial enlightenment and empowerment.
Massachusetts Financial Educators Council Details
Selected members of the Massachusetts Financial Educators Council Advisory Board are individuals who support us in our commitment to widely spread financial wellness resources across the state of Massachusetts. They share our goal to donate financial wellness programming at the community level in initiatives that can be sustained and taken to scale.
Board Members who pass the rigorous selection criteria are professionals with a demonstrated commitment to building financial wellness in their communities. Individuals with the following traits are considered:
Enthusiasm
A true sense of enthusiasm and passion for improving financial wellness, promoting the financial literacy cause, and making communities and individuals stronger through financial education and empowerment.
Involvement
Organizations and individuals who have time available to commit toward financial wellness efforts and to participate actively in Board communications.
Principles
Individuals selected to the Advisory Board are dedicated to serving their communities and have strong reputations for integrity, ethics, and honesty in their respective professional arenas.