He is a licensed insurance agent in Florida and many other states. Adam has been a Certified Public Accountant since 2002 and earned his CERTIFIED FINANCIAL PLANNER™ certification in 2005. He is knowledgeable in the areas of financial planning, taxes, annuities, life insurance, and investments and genuinely understands how these products can help clients meet their financial goals.
Adam began his career learning about the tax and financial planning business in his work at both large and small CPA firms. He then worked with a large Registered Investment Advisory firm for five years, managing clients’ investment portfolios and providing personal financial and tax planning advice. He also focused on annuity and life insurance strategy, design, sales, and implementation for a retirement strategies company in Northeast Florida and served as the director of an affiliate tax firm to provide tax compliance and planning services to his clients.
Adam routinely appears on two First Coast News programs: “First Coast Living” (his segment is “The Retirement Coach”) and “The Chat,” where he was the featured financial professional. He has written several articles and been published in numerous newspapers, is a RetireMentor for the Wall Street Journal’s MarketWatch.com, and has been quoted in The Wall Street Journal. Adam has also appeared on local radio and TV programs for his experience helping clients with their personal financial goals.
He is a licensed insurance agent in Florida and many other states. Adam has been a Certified Public Accountant since 2002 and earned his CERTIFIED FINANCIAL PLANNER™ certification in 2005. He is knowledgeable in the areas of financial planning, taxes, annuities, life insurance, and investments and genuinely understands how these products can help clients meet their financial goals.
Adam began his career learning about the tax and financial planning business in his work at both large and small CPA firms. He then worked with a large Registered Investment Advisory firm for five years, managing clients’ investment portfolios and providing personal financial and tax planning advice. He also focused on annuity and life insurance strategy, design, sales, and implementation for a retirement strategies company in Northeast Florida and served as the director of an affiliate tax firm to provide tax compliance and planning services to his clients.
Adam routinely appears on two First Coast News programs: “First Coast Living” (his segment is “The Retirement Coach”) and “The Chat,” where he was the featured financial professional. He has written several articles and been published in numerous newspapers, is a RetireMentor for the Wall Street Journal’s MarketWatch.com, and has been quoted in The Wall Street Journal. Adam has also appeared on local radio and TV programs for his experience helping clients with their personal financial goals.
KEY FACTS ABOUT JACKSONVILLE RETIREMENT ACADEMY LLC
-
US Businesses
-
Companies in Florida
-
Duval County Companies
- Company name
- JACKSONVILLE RETIREMENT ACADEMY LLC
- Status
- Inactive
- Filed Number
- L18000039221
- FEI Number
- 82-4383938
- Date of Incorporation
-
February 12, 2018
- Home State
- FL
- Company Type
- Florida Limited Liability
CONTACTS
- Website
- http://jacksonvilleretirementacademy.com
- Phones
-
(904) 998-4299
JACKSONVILLE RETIREMENT ACADEMY LLC NEAR ME
- Principal Address
- 4230 PABLO PROFESSIONAL COURT,
SUITE 101,
JACKSONVILLE,
FL,
32224
See Also