Adam B Carlat
Adam Carlat is a seasoned professional with the knowledge and skills necessary to guide you through life-changing financial decisions. After graduating from Northern Arizona University with a degree in Finance, it became Mr. Carlat’s mission to help others reach their financial goals. To that end, he earned the designation, Chartered Retirement Planning CounselorSM (CRPC®) from the College for Financial Planning. This is a prestigious designation that is focused on retirement planning, investment research, asset allocation and risk management.
One of the greatest benefits Mr. Carlat offers his clients who are looking to retire with confidence and surety is the 79-year heritage of experience and financial solutions of Morgan Stanley. Morgan Stanley’s tools has allowed Adam to work with one of the top research teams in the nation to develop detailed financial plans tailored to help meet each individual’s goals, needs and objectives.
Adam is dedicated to giving back to his community. This driving force has led him to become a Board of Directors member for Theater Works, Benevilla and the Peoria North Rotary.
Adam is a member of many business affiliations and participates in purposeful community organizations. However, there is nothing that he values more than his role as a father. His daughter Allarie is his pride and joy and he does it all for her.