Broker Check
Adam Schwartz, CFP®, NSSA®

Adam Schwartz, CFP®, NSSA®

Partner

National Social Security Advisor® 2015

Certified Financial Planner® 2013

University of Illinois, Urbana-Champaign, Bachelors Degree, Political Science 1991

 

CURRENT
Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS), member FINRA/SIPC.  WFS is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS. 

2020 – Present
Partner of Moschel Ghan Financial Services (MGFS). Helping individual and business clients to achieve their financial goals through comprehensive planning strategies, investment, and insurance solutions.

2004-2019
Led region for a wealth management platform; provided business consulting and wealth management strategies to advisors and their individual, small business, and corporate clients.

1995-2004
Pioneered and managed wealth management platforms to help advisors and investors with portfolio management strategies; responsible for program and product management, portfolio management, and consulting.

1992-1995
Advised investors and businesses on financial strategies and implemented insurance, investments, and retirement plans.

PERSONAL

I enjoy traveling and exploring with my wife and two teenagers, volunteering, creating value for my clients, participating on various boards, playing tennis. Go Cubs!