Adam Correa, Cfp®, Cepa, Bfa™ Email and Phone Number
Adam Correa, Cfp®, Cepa, Bfa™ work email
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Adam Correa, Cfp®, Cepa, Bfa™ personal email
Adam Correa, Cfp®, Cepa, Bfa™ phone numbers
LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The LPL Financial registered representative associated with this site may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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Vice President - Financial Planning Success ConsultantLpl FinancialSan Diego, Ca, Us -
Vice President - Financial Planning Practice Mgmt. ConsultantLpl Financial Oct 2024 - PresentSan Diego, Ca, UsLeading a team of expert financial planning business consultants focused on supporting LPL advisor growth through the adoption and implementation of financial planning services.
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Avp Financial Planning ConsultantLpl Financial Jan 2022 - Oct 2024San Diego, Ca, Us
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Senior Financial Planning ConsultantLpl Financial Mar 2020 - Jan 2022San Diego, Ca, UsAs a Senior Financial Planning Consultant, I help LPL Advisors communicate, integrate, scale, and value their financial planning services.
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Wealth AdvisorCalifornia Bank & Trust Mar 2019 - Mar 2020San Diego, California, UsAdam helps individuals and families identify opportunities and make informed decisions to address their financial goals—aligning retirement planning, investment management, tax planning, and estate planning to manage diverse needs. -
Wealth PlannerZions Bancorporation Apr 2018 - Mar 2020Salt Lake City, Utah, Us• Perform a wide range of planning, education and analysis duties for both existing and prospective clients. • Responsibilities include: o retirement modeling, o risk management/insurance analysis, o educational modeling, o estate plan document o tax situation reviews, plan preparations, o providing investment recommendations that align with client goals. • Responsible for on-going relationship building with clients and accountable for client satisfaction and retention. -
Financial Planning AnalystEmoney Advisor Jun 2015 - May 2018Radnor, Pa, Us•Initial contact source for advisor inquires on the financial planning software•Consult financial advisors on detailed financial plans and scenarios •Provide excellent support for advisors to help them utilize our product to its full potential -
Financial Advisor AssistantCfg Wealth Management Sep 2014 - Jan 2015Portland, Oregon, Us•Primary point of contact for ongoing customer inquires on retirement services and asset allocation•Consult clients on their individual retirement accounts and outside assets including 401k's, company pensions, IRA's, stocks, and municipal bonds•Manage and connect with prospective clients using sales force to acquire new accounts•Host informative seminars which educate prospective clients on retirement planning and investing -
Leasing AgentCarmel Partners Sep 2013 - Jul 2014San Francisco, Ca, Us•Effectively managed and sold quality apartments to prospective residents while providing excellent customer service and professionalism•Maintained a closing rate of 70%•Directed and hosted marketing events by booking sponsors and advertising using social media •Kept strong communication with upper management and co-workers as I worked independently
Adam Correa, Cfp®, Cepa, Bfa™ Education Details
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San Diego State UniversityFinance And Financial Services -
University Of OxfordInternational Politics
Frequently Asked Questions about Adam Correa, Cfp®, Cepa, Bfa™
What company does Adam Correa, Cfp®, Cepa, Bfa™ work for?
Adam Correa, Cfp®, Cepa, Bfa™ works for Lpl Financial
What is Adam Correa, Cfp®, Cepa, Bfa™'s role at the current company?
Adam Correa, Cfp®, Cepa, Bfa™'s current role is Vice President - Financial Planning Success Consultant.
What is Adam Correa, Cfp®, Cepa, Bfa™'s email address?
Adam Correa, Cfp®, Cepa, Bfa™'s email address is ce****@****lpl.com
What is Adam Correa, Cfp®, Cepa, Bfa™'s direct phone number?
Adam Correa, Cfp®, Cepa, Bfa™'s direct phone number is +161068*****
What schools did Adam Correa, Cfp®, Cepa, Bfa™ attend?
Adam Correa, Cfp®, Cepa, Bfa™ attended San Diego State University, University Of Oxford.
Who are Adam Correa, Cfp®, Cepa, Bfa™'s colleagues?
Adam Correa, Cfp®, Cepa, Bfa™'s colleagues are Thomas Sconzo, Patti Morgan, Joseph Ciesinski, Lourdes Sanchez, Mike Moore, Adrienne Newberg, Mahesh Kundu.
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