Broker Check



Adam Katzman, CFP®, CLU, RICP

Adam Katzman, CFP®, CLU, RICP

Associate General Agent

adam_katzman1@cfsllc.com

Office: 201.843.7700 x 274 


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

Licenses

  • Life & Health
  • Series 7, 66

Adam’s accomplishments include

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



<p>Your Changing Definition of Risk in Retirement</p>

Your Changing Definition of Risk in Retirement

A change in your mindset during retirement may drive changes to your portfolio.
Learn More
<p>Infographic: How to Talk to Millennials About Life Insurance</p>

Infographic: How to Talk to Millennials About Life Insurance

Only 23% of millennials say they understand term life insurance. Did you know that parents play a more significant role in planning with this generation, than any other?
Learn More





Registered Representative and Financial Advisor of Park Avenue Securities, Associate General Agent of Guardian.