Broker Check
Adam Katzman, CFP, CLU, RICP

Adam Katzman, CFP, CLU, RICP

Managing Director

As a financial professional of over 20 years, Adam continues to find joy in the efforts of educating and guiding individuals towards informed decision making to protect and grow their wealth. His love for his family reflects the passion of his work as he is committed to providing his clients with secure futures that brings clarity and happiness. Adam’s responsibilities are driven from the noise and misinformation that is produced in the financial world. As his educational background holds a strong focus in business and finance, Adam exceeds in demonstrating the importance of understanding the true value of what proper financial planning can do for individuals and families.

In addition to supporting the community through financial services, Adam has also become a strong leader and motivator, providing training to financial representatives that are new to the industry. His greatest satisfaction is found from having a hand in both agency recruitment and development, where he can see newly appointed industry professionals achieve great success.

Education

  • BS Finance, Lehigh University
  • MBA, Villanova University

Adam’s accomplishments include

  • Guardian Leaders Club, 10 years
  • Guardian Presidential Citation Award, 6 years

 

Registered Representative & Investment Advisor of Park Avenue Securities, Financial Representative of Guardian