Brian J. Adamek, Cfp®

Brian J. Adamek, Cfp® Email and Phone Number

Founder of E-Wealth Partners @ E-Wealth Partners
Brian J. Adamek, Cfp®'s Location
Minneapolis, Minnesota, United States, United States
Brian J. Adamek, Cfp®'s Contact Details

Brian J. Adamek, Cfp® work email

Brian J. Adamek, Cfp® personal email

n/a
About Brian J. Adamek, Cfp®

I’m the Founder of E-Wealth Partners. With years of experience as a CERTIFIED FINANCIAL PLANNER™ professional I have served a variety of individuals and families with closely held businesses. I learned that entrepreneur couples require a unique, holistic approach to financial planning–so I founded E-Wealth.I am married with six kids. I understand personally the complexities of competing priorities. At E-Wealth, we empower your through a financial plan that addresses the concerns, priorities, and goals of each spouse. We have a unique process that identifies opportunities to grow and protect your net worth. We look at your whole financial picture: lifestyle, family needs, and business goals.Let's start a conversation! Visit e-wealthpartners.com or contact medirectly at 952.800.2121.Certifications:● Certified Financial Planner®● Certified Private Wealth Advisor®● Certified Valuation Analyst®● Certified Exit Planner™Key Specialties:● Family financial planning● Investment Management● Business Financial Planning● Tax Planning● Insurance Analysis● Trust & Estate PlanningA bit about me outside of financial planning: I graduated from St. John’s University where Iplayed football for legendary coach John Gagliardi–winning a national championship. In the past I haveserved on the Saint John’s Alumni Board and coached football at Rosemount High School. Inaddition to sports, I’m a member of the Entrepreneurs Organization Accelerator, and active at my church, Holy Family Catholic Church in Saint Louis Park.

Brian J. Adamek, Cfp®'s Current Company Details
E-Wealth Partners

E-Wealth Partners

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Founder of E-Wealth Partners
Brian J. Adamek, Cfp® Work Experience Details
  • E-Wealth Partners
    Certified Financial Planner™ Professional At E-Wealth Partners
    E-Wealth Partners Oct 2011 - Present
    12301 Whitewater Drive, Suite 40, Minnetonka, Mn 55343
    We specialize in holistic financial planning for entrepreneurs. We have a unique processthat identifies opportunities to grow and protect your net worth by looking at your wholefinancial picture: lifestyle, family needs, and business goals.
  • Entrepreneurs' Organization - Minnesota
    Member
    Entrepreneurs' Organization - Minnesota Jul 2020 - Present
    Minnesota, United States
  • Sbi Wealth Management
    Certified Financial Planner™ Professional
    Sbi Wealth Management Oct 2011 - Dec 2023
    8120 Penn Ave. S, Suite 115, Bloomington, Mn 55431
    We specialize in financial planning for individuals and families. We offer independent financialguidance focused on our clients’ unique needs and priorities.
  • Rosemount High School
    Coach - Football
    Rosemount High School Mar 2009 - Nov 2020
    Rosemount, Mn
    I coached defense at Rosemount High School for the 10th grade team. In the past I have served as the head coach and defensive coordinator, coaching linebackers and defensive line for the 10th grade team. I have helped the varsity team on game nights up in the booth helping with defensive analysis. The 2009-2016 cumulative record for the 10th grade team was 48-16, a 75% win percentage.
  • Kusske Financial Management, Inc.
    Certified Financial Planner™ Professional
    Kusske Financial Management, Inc. Apr 2009 - Oct 2011
    Burnsville, Mn
  • Saint John'S Benedictine Volunteer Corps
    Volunteer
    Saint John'S Benedictine Volunteer Corps Feb 2009 - Apr 2009
    Coban, Guatemala
    I served as a volunteer in Coban, Guatemala. I lived in a monastery as I worked with the community assisting them with student tutoring, project finance planning, and computer installation in schools.
  • Dst Tass, Llc
    Business Analyst
    Dst Tass, Llc Mar 2007 - Jan 2009
    Minneapolis, Mn
    I also interned here from 2004 through 2005.
  • Ibm
    Financial Analyst
    Ibm Jun 2006 - Mar 2007
    Rochester, Mn

Brian J. Adamek, Cfp® Skills

Strategic Financial Planning Financial Services Business Tax Planning Personal Tax Planning Inheritance Tax Planning Estate Tax Planning Estate Planning Retirement Planning Asset Allocation 401k Rollovers Iras Roth Ira College Savings Plans Wealth Management Life Insurance Disability Insurance Long Term Care Insurance Variable Annuities Fixed Annuities

Brian J. Adamek, Cfp® Education Details

Frequently Asked Questions about Brian J. Adamek, Cfp®

What company does Brian J. Adamek, Cfp® work for?

Brian J. Adamek, Cfp® works for E-Wealth Partners

What is Brian J. Adamek, Cfp®'s role at the current company?

Brian J. Adamek, Cfp®'s current role is Founder of E-Wealth Partners.

What is Brian J. Adamek, Cfp®'s email address?

Brian J. Adamek, Cfp®'s email address is ba****@****ial.com

What schools did Brian J. Adamek, Cfp® attend?

Brian J. Adamek, Cfp® attended Saint John's University, Minnesota State University, Mankato.

What are some of Brian J. Adamek, Cfp®'s interests?

Brian J. Adamek, Cfp® has interest in Water Sports, Coaching, Sports, Fishing, Saint John's Football.

What skills is Brian J. Adamek, Cfp® known for?

Brian J. Adamek, Cfp® has skills like Strategic Financial Planning, Financial Services, Business Tax Planning, Personal Tax Planning, Inheritance Tax Planning, Estate Tax Planning, Estate Planning, Retirement Planning, Asset Allocation, 401k Rollovers, Iras, Roth Ira.

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