BACKSTORY
Drew Feldman, APMA®
I never planned to become a financial advisor.
I came up in film and theater, spending most of my life as an artist — first an actor, then a director, and eventually a writer and producer — chasing meaning, truth, and all the chaos that comes with making things worth making.
I spent years in the whiplash of creative work, where income turned faster than a plot twist. That pressure forced me to learn money seriously. So, I went deep. I passed the Series 65. Then I earned the APMA®*. All the while building cash-flow systems, planning structures, and evidence-based investment strategies.
Eventually I started coaching creators on the side and realized something: creators don’t need another financial “guru.” That’s for everyone else. Anyone willing to risk their worth for a dream needs someone who understands the shape of their lives.
Money for Makers grew out of that mix: filmmaking, finance, and a stubborn belief that creators deserve stability without selling out their soul.
My clients are writers, musicians, actors, directors, writers, painters, designers, entrepreneurs, founders — people building their lives out of ideas. I help them get clear, organized, and grounded enough to cut through short-term noise and focus on the long-term results that actually matter.
Some call that goal “retirement.” But, here’s the truth most planners don’t say: your retirement might not look like the standard script. Maybe you want to work forever. Maybe you want seasons of rest. Maybe your life will always be cyclical, unpredictable, creative. That’s not a bug — it’s a feature.
I believe that structure breeds creativity; that when your financial life is in order, it doesn’t restrict your expression. It allows it to flourish. It gives you the room to take risks and follow inspiration when it hits.
My job is simple: help clients build a financial plan based on clarity, not wishful thinking. I work on a flat-fee basis — no commissions, no kickbacks, no hidden agendas — so the incentives stay aligned with the ideal life my clients have chosen to build.
*Accredited Portfolio Management Advisor℠ (APMA®) — a professional designation awarded by the College for Financial Planning to advisors who complete advanced training in asset allocation, portfolio construction, risk management, and investment policy. The APMA® curriculum also satisfies the investment planning module of the Certified Financial Planner™ (CFP®) coursework, which I am currently pursuing.
I am proud to be affiliated with Core Planning, a registered investment advisory firm built on values of collaboration, integrity, and generosity. Through this partnership, I gain access to a deep bench of experienced advisors, back-office support, and operational infrastructure that allows me to stay focused on what matters most: delivering exceptional planning and care to the households I serve.
As a financial planner under the Core Planning umbrella, I maintain the freedom to serve you with transparency, personalization, and a fiduciary duty that always puts your best interests first.