Andrea L. Bates, CFP®, CDFA®, CRPC®, RICP®, CLTC®
Andrea Bates is a Certified Financial Planner with Voya Financial Advisors, with a focus on retirement income planning.
She began her career in her father’s insurance agency and went on to purchase and grow the business before selling it in 2024 to focus fully on helping clients plan for retirement.
Andrea didn’t initially set out to follow this path, but over time, it became work that truly fit. Growing up as one of ten children in a family rooted in community and helping others, she developed a natural ability to guide, support, and problem-solve.
Today, she takes a straightforward, solutions-focused approach—helping clients feel confident about their future and in control of their retirement.
(781) 658-9767 • Andrea.Bates@VoyaFA.com