Adam Schacter CFP, CIM, EPC, CEA, FCSI
Adam is a Certified Financial Planner® and Chartered Investment Manager®. As an investment professional, Adam spent the first six years of his career as part of an accredited team serving business owners and their families, covering financial planning, insurance and tax planning. When he’s not in the office, Adam teaches several accredited courses in financial planning at various levels of expertise to both advisors and investors. He is also an instructor for the Certified Financial Planner® designation.
He enjoys staying active in several team and individual sports, is an avid cook, and devotes time to the Hillel Lodge Long-Term Care Foundation.