Adam B Carlat
Adam Carlat
One 2 One Wealth Strategies
18001 79th Avenue, Suite E-73
Glendale, AZ 85308
Office: (623) 850-0016
Email: Adam@121ws.com.
Cell: 623-329-7542
Fax: 888-225-1811
| Adam Carlat, CRPC®
President One2One Wealth Strategies |
One of the biggest challenges we face in life is to plan for retirement and grow our net worth. It is important to have a knowledgeable advisor and access to quality solutions designed to help you achieve your investment and retirement goals.
My business has been built on hard work, best practices, and a dedication to the needs of my clients. I have focused on improving the financial lives of my clients throughout the nation.
After graduating from Northern Arizona University with a Bachelor of Science degree in Finance, I made it my personal mission to make a difference in the lives of others through finance. To that end, I earned one of top designations in the industry, Chartered Retirement Planning Counselor (CRPC©) from the College for Financial Planning. This designation is focused on retirement planning, investment research, asset allocation and risk management.
As President of One2One Wealth Strategies, I provide fully customized investment services to meet the needs of a wide range of individuals and businesses. I concentrate my efforts on developing long-term relationships through a commitment to exceptional service and personalized investment advice.
I offer my clients a high level of support and ongoing dialogue, including regular portfolio reviews. I thoroughly explore objectives and preferences, paying special attention to risk tolerance, time horizon and goals. With this information, I develop a wealth management plan that is tailored to achieve the specific needs, goals, and objectives of each individual client.
I am dedicated to giving back to my community. This driving force has led me to become a Board of Directors member for multiple nonprofit organizations.
I love spending most of my free time with my daughter. Also, I am an avid sports fan and I can often be found somewhere outdoors, usually playing basketball or golf, hiking, or biking.
Credentials:
Series 7, 63, and 65 Licenses
Chartered Retirement Planning Counselor℠
Life Insurance License
Long Term Care Insurance License
Areas of focus:
Retirement Planning, Portfolio Management, Estate Planning Strategies, 401(k) Rollovers, 403(b) Rollovers, Corporate Retirement Plans, Life Insurance, Long-Term Care Insurance, Education Planning