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