Back to Search Favorites List

Adam Schwallier (CFP®)

Adam Schwallier focuses in the
following client markets or areas of practice:

  • AUM
  • Corporate Executives
  • Estate & Generational Planning Issues
  • Federal Employees
  • Fixed Fee (Subscription, Retainer, etc.)
  • High Net Worth Client Needs

Planning Specialties

With more than 25 years of experience in the financial services industry, I have previously served as an actuarial consultant and institutional pension product manager at Lincoln Financial Group, a financial advisor at Morgan Stanley, and a fee-only investment advisor at Schwallier Wealth Management.

My educational background includes:

· Bachelor of Science degree in Math of Finance from the University of Michigan

· CERTIFIED FINANCIAL PLANNER™  professional *

· Chartered Mutual Fund Counselor(SM) (CMFC® )

As a NAPFA-Registered, fee-only CERTIFIED FINANCIAL PLANNER®  professional,  I am required to be a fiduciary to clients — always working in their best interests.  

I combine the latest technology with a tried and true investing approach.

*Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally-registered CFP, which it awards to individuals who successfully complete initial and ongoing certification requirements

 

Additional Information

· Investment Committee Chair, Holy Spirit Education Foundation

· National Association of Personal Financial Advisors, NAPFA

· Financial Planning Association (FPA®)

· Chartered Financial Analyst (CFA®) candidate

· University of Michigan Club of Grand Rapids

· West Michigan Estate Planning Council

Along with participation in the groups above, I enjoy paying board games, playing golf and basketball as long as my body allows, and practicing yoga.

 

NAPFA Start Date

February 20, 2015

Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
Submit
Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

Submit