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Adam Schwartz, CFP®, NSSA®

Adam Schwartz, CFP®, NSSA®


National Social Security Advisor® 2015

Certified Financial Planner® 2013

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


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.

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

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.

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


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!