Brian J. Adamek, Cfp® work email
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Brian J. Adamek, Cfp® personal email
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.
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Certified Financial Planner™ Professional At E-Wealth PartnersE-Wealth Partners Oct 2011 - Present12301 Whitewater Drive, Suite 40, Minnetonka, Mn 55343We 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. -
MemberEntrepreneurs' Organization - Minnesota Jul 2020 - PresentMinnesota, United States -
Certified Financial Planner™ ProfessionalSbi Wealth Management Oct 2011 - Dec 20238120 Penn Ave. S, Suite 115, Bloomington, Mn 55431We specialize in financial planning for individuals and families. We offer independent financialguidance focused on our clients’ unique needs and priorities.
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Coach - FootballRosemount High School Mar 2009 - Nov 2020Rosemount, MnI 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.
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Certified Financial Planner™ ProfessionalKusske Financial Management, Inc. Apr 2009 - Oct 2011Burnsville, Mn
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VolunteerSaint John'S Benedictine Volunteer Corps Feb 2009 - Apr 2009Coban, GuatemalaI 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.
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Business AnalystDst Tass, Llc Mar 2007 - Jan 2009Minneapolis, MnI also interned here from 2004 through 2005. -
Financial AnalystIbm Jun 2006 - Mar 2007Rochester, Mn
Brian J. Adamek, Cfp® Skills
Brian J. Adamek, Cfp® Education Details
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Finance, Management, Economics -
Financial Planning
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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