Adam Blumberg Email and Phone Number
Adam Blumberg work email
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Adam Blumberg personal email
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We help educate investors and Financial Professionals about Cryptocurrency, Blockchain and Digital Assets.Check out our YouTube Channel to see some of our work - https://www.youtube.com/c/interaxisThen head to our website to see some of our education solutions - https://www.interaxis.io/
Interaxis
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Co-FounderInteraxis Jul 2019 - PresentHouston, Texas, Uswww.youtube.com/c/interaxiswww.interaxis.ioInteraxis is focused on crypto education for financial professionals - financial advisors, accountants, bankers, attorneys. We take the complex subjects of blockchain, crypto, DeFi, and Web3, and teach financial professionals in a way that they can make it part of their conversations with clients, and part of their practice. -
Co-FounderPlannerdao May 2021 - PresentI co-founded PlannerDAO, a decentralized community for financial service professionals. PlannerDAO provides education and tools regarding crypto and DeFi to those in the financial services professions all over the world. -
Owner, Cfp(Tm)Chart Wealth Management Nov 2015 - Feb 2021I work primarily with owners and executives of closely-held and family businesses. Together, we create strategies in the areas of:• Succession planning • Retirement analysis and programs• Estate strategies• Employee benefit and retention services • Business continuation strategies • Executive bonus and non-qualified compensationI am licensed to sell insurance in: Texas and North Carolina and securities in: Texas and North Carolina. I cannot communicate with, nor respond to, requests from people who reside in states where I am not licensed to conduct insurance and/or securities business.Specialties: Life Insurance, Disability Income InsuranceInvestment managementSuccession planningRetirement planning
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Certified Financial Planner (R); Certified Family Business SpecialistChart Wealth Management Jan 2014 - Nov 2015I work primarily with owners and executives of closely-held and family businesses. Together, we create strategies in the areas of:• Succession planning • Retirement analysis and programs• Estate strategies• Employee benefit and retention services • Business continuation strategies • Executive bonus and non-qualified compensation• Special needs family membersSpecialties: Life Insurance, Disability Income InsuranceInvestment managementSuccession planningRetirement planningSpecial Needs Planning
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Financial Adviser / Specialcare PlannerThe K Corporation Mar 2010 - Jan 2014I help young professionals, couples, and families be certain their money is working as efficiently as possible taking into account protection, savings, growth, taxes, inflation, and opportunity cost.I specialize in helping families with children with special needs understand their financial planning options in order to maximize their protection for their children, remain eligible for government benefits, and continue to move toward their goals.
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Head AdamAsb Consulting Aug 2008 - Dec 2008ASB Consulting is looking to help small businesses to operate and grow more efficiently. Many small businesses have a solid product or service. However, building a real, scalable, efficient business around that product or service is a struggle for many entrepreneurs. The goal is to free the business owner's time to focus on growth activities.
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PresidentTruistic Solutions, Inc. Mar 2006 - Jul 2008Truistic Solutions is a leading outsourced IT department for small businesses. We specialize in professional service firms and healthcare, but have clients in many industries.We help our clients by first understanding their business - processes, revenue streams, costs, etc. From there, we can design and enact a solution and plan to manage and maintain their technology in accordance with their business.We configure, maintain, and manage:Network securityServersEmail - including anti-spamAnti-virusDesktop supportData backupWe become a trusted advisor to our clients. They can call us anytime to get our advice on all technology subjects. Truistic does all this for one monthly fee. There are no additional hours to bill. It is in our best interest that our clients' networks be running smoothly. If you have any technology questions, please feel free to ask.
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Litigation SupportMann Frankfort Stein & Lipp Oct 1999 - Mar 2001
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Financial AnalystIntel Corp. Jul 1997 - May 1998Santa Clara, California, Us
Adam Blumberg Skills
Adam Blumberg Education Details
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Texas Mccombs School Of BusinessFinance -
The University Of Texas At AustinFinance -
Bellaire High School -
St. Johns
Frequently Asked Questions about Adam Blumberg
What company does Adam Blumberg work for?
Adam Blumberg works for Interaxis
What is Adam Blumberg's role at the current company?
Adam Blumberg's current role is Delivering high-quality crypto education for financial advisors | Cofounder Interaxis | Trained 2k+ financial advisors in crypto and 11k+ YT subscribers.
What is Adam Blumberg's email address?
Adam Blumberg's email address is ad****@****tel.com
What schools did Adam Blumberg attend?
Adam Blumberg attended Texas Mccombs School Of Business, The University Of Texas At Austin, Bellaire High School, St. Johns.
What skills is Adam Blumberg known for?
Adam Blumberg has skills like Retirement Planning, Strategic Financial Planning, Life Insurance, Financial Advisory, Retirement, Finance, Succession Planning, Key Person Insurance, Disability Insurance, Wealth Management, Insurance, Buy Sell.
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