Adam Schlossberg, CFP® and President, takes a personalized approach to serving clients by developing, implementing, and monitoring financial strategies that meet their unique needs. Always willing to challenge traditional thinking, Adam practices creative, unconventional methods in helping clients grow and preserve their wealth.
Adam earned a bachelor’s degree in Finance and Risk Management from the University of Wisconsin, Madison, and he holds the Series 7 and 66 Licenses. As a committed professional, Adam is dedicated to doing what’s right for his clients. He continues to develop and grow professionally through his continued commitment to education. In this rapidly changing industry, Adam stays current with the most up-to- date financial planning news, information, and trends.
Adam is a Registered Representative & Financial Advisor of Park Avenue Securities and a Financial Representative of Guardian. AR Insurance License #16689231 CA Insurance License #0I10934