H. Adam Holt, Cfp®, Chfc® Email and Phone Number
H. Adam Holt, Cfp®, Chfc® work email
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H. Adam Holt, Cfp®, Chfc® personal email
H. Adam Holt, Cfp®, Chfc® phone numbers
I have always considered myself both a student and a teacher - driven to explore, understand and communicate the complexities in the finance, business, legal and tax environments. I take great pleasure in breaking down the complex into manageable distinctions for my clients and colleagues. The evolution of Financial Planning as a profession has required not only a specific understanding of the nuances of markets (including commoditized products such as investments and insurance), but also the point in our life journey, environment and business will drive future opportunities and challenges. As such an advisor, I have aligned myself with other forward-looking professionals and continually seek those that value a consultative approach premised on communicating thoughtful and intelligent analysis.Specialties: I am a CERTIFIED FINANCIAL PLANNING® Certificant and Chartered Financial Consultant®. Areas of expertise include Fintech, Wealthtech, Financial Planning, Estate and Retirement Planning, Benefit Programs for Businesses, and Business Succession Planning. Asset-Map Holdings, Inc. and RubinGoldman and Associates are unrelated and do not provide legal or tax advice.
Asset-Map
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Ceo And FounderAsset-Map Mar 2013 - PresentPhiladelphia, Pennsylvania, UsAsset-Map Platform is one of the fastest growing processes adopted by modern financial professionals. Successfully enabling professionals to visually facilitate a meaningful financial conversation with customers in both traditional and digital media, Adam has served as the creative visionary behind Asset-Map and its corresponding technologies- impacting hundreds of thousands of households world-wide and cataloging over $1.4 Trillion in financial instruments.
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HostRethink - The Financial Advisor Podcast Jun 2021 - PresentDerek Notman, fellow advisor and fintech CEO, and I co-host this mentorship podcast to challenge the legacy thinking of our profession and help lift the industry in just a small but meaningful way. Subscribe and listen to us laugh, challenge, debate and speed interview other heroes in the financial advice space. -
Financial Professional/PrincipalRubingoldman And Associates May 2000 - PresentBala Cynwyd, Pa, UsHelping our clients understand complex financial, legal, tax, and risk management strategies and their application for individuals and businesses. Predominantly planning for executives, professionals and business owners looking for risk and investment management advice.Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC. RubinGoldman and Associates is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. CA Insurance License #0H97957. -
PresidentDrexel Emba Advisory Board Jul 2004 - Jun 2008Promoting the growth and advancement of the Executive MBA program for Drexel University LeBow College of Business. Responsible for professional development programs for alumni and the greater Philadelphia EMBA network.
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AssociateKarr Barth Associates Mar 1998 - May 2000At Karr Barth Associates I provided well-balanced insurance and investment plans to businesses and individuals across a wide-range of industries and disciplines.
H. Adam Holt, Cfp®, Chfc® Skills
H. Adam Holt, Cfp®, Chfc® Education Details
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The Wharton SchoolRetirement Planning -
Drexel UniversityBusiness
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The American College Of Financial ServicesAdvanced Financial Planning
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Rutgers UniversityEnvironmental Planning
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Lower Merion High SchoolDiploma
Frequently Asked Questions about H. Adam Holt, Cfp®, Chfc®
What company does H. Adam Holt, Cfp®, Chfc® work for?
H. Adam Holt, Cfp®, Chfc® works for Asset-Map
What is H. Adam Holt, Cfp®, Chfc®'s role at the current company?
H. Adam Holt, Cfp®, Chfc®'s current role is CEO & Founder at Asset-Map Holdings, Co-host of Rethink the Financial Advisor Podcast, International Keynote Speaker, and "Recovering" Financial Advisor..
What is H. Adam Holt, Cfp®, Chfc®'s email address?
H. Adam Holt, Cfp®, Chfc®'s email address is ah****@****old.com
What is H. Adam Holt, Cfp®, Chfc®'s direct phone number?
H. Adam Holt, Cfp®, Chfc®'s direct phone number is +161066*****
What schools did H. Adam Holt, Cfp®, Chfc® attend?
H. Adam Holt, Cfp®, Chfc® attended The Wharton School, Drexel University, The American College Of Financial Services, Rutgers University, Lower Merion High School.
What are some of H. Adam Holt, Cfp®, Chfc®'s interests?
H. Adam Holt, Cfp®, Chfc® has interest in Downhill Snow Sports, Carpentry And Renovations, Music, Architecture, Personal And Professional Development, Travel.
What skills is H. Adam Holt, Cfp®, Chfc® known for?
H. Adam Holt, Cfp®, Chfc® has skills like Retirement Planning, Small Business, Succession Planning, Financial Risk, Financial Planning, Insurance Planning, Investment Services, Employee Benefit Strategies.
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