Adam sees that the financial industry, for various reasons, is rendered complicated. Many products and services have numerous "moving parts” all with specialized terms and and "jargon" that can easily confuse any understanding. Adam’s understanding of these facts, and care for his clients, is what makes him unique.
First and "narrowing the field" through helping a client map out their financial goals, he then translates complexities into easy-to-understand concepts so the client truly understands what their options are and what they mean. The client can make genuinely informed decisions.
Adam also assists other agents understand requirements, assisting them in remaining in good standing and moving forward with their success.
Adam lives and works in Glendale, California.
California License #0CG34540