Jonathan Adler

Jonathan Adler Email and Phone Number

Senior Associate at Cambium Group @ Cambium Group
rye brook, new york, united states
Jonathan Adler's Location
New York City Metropolitan Area, United States
Jonathan Adler's Contact Details

Jonathan Adler personal email

n/a
About Jonathan Adler

I help individuals, families and closely held business owners create a game plan around their finances. By focusing on savings rate rather than rate of return, my clients has the propensity to feel more confident around their money. As a result of our conversations, my clients potentially form better habits, waste less, and potentially get more at retirement with less tax.In my spare time, I love fitness, mountain biking, skiing or wrenching in the garage. As the son of a mechanical engineer and an ex-motorcycle racer, tinkering with cars and bikes is like therapy for me. And so is the long road trip that follows.Areas of Expertise:- Pension & Qualified Plan specialist- Tax efficient strategies- Cash Flow analysis- Building financial balance- Getting organized through The Living Balance Sheet® - Retirement savings and income planning- College planning- Investments- Life, Disability and Long Term Care Insurance/COMPLIANCE:2024-1341/

Jonathan Adler's Current Company Details
Cambium Group

Cambium Group

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Senior Associate at Cambium Group
rye brook, new york, united states
Website:
cambiumonline.com
Employees:
11
Jonathan Adler Work Experience Details
  • Cambium Group
    Senior Associate
    Cambium Group Sep 2018 - Present
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  • Strategies For Wealth
    Financial Professional
    Strategies For Wealth Jul 2006 - Present
    Rye Brook And New York
    I joined Strategies for Wealth after being a client myself. Over the last 15+ years I've been able to bring an uncommon perspective to my client's financial well being. Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Strategies for Wealth is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License #0G24487.This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents, and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services, and make no representation as to the completeness, suitability, or quality thereof.
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  • Total Communications
    Owner / Founder
    Total Communications May 1995 - Jun 2006
    White Plains, New York
    I founded Total Communications with the goal of providing outstanding front and back office communication technology to the medical community. We started with a staff of five well trained employees and twelve medical offices willing to give us a shot. Four years later, our company grew to thirty employees serving almost 1000 physicians across hundreds of medical offices, hospitals, emergency and ancillary services. I'm thankful for everything I learned - all the ups and the downs of creating, running and selling a successful business.

Jonathan Adler Education Details

  • Fordham University
    Fordham University
    Marketing & Finance

Frequently Asked Questions about Jonathan Adler

What company does Jonathan Adler work for?

Jonathan Adler works for Cambium Group

What is Jonathan Adler's role at the current company?

Jonathan Adler's current role is Senior Associate at Cambium Group.

What is Jonathan Adler's email address?

Jonathan Adler's email address is jo****@****lth.com

What is Jonathan Adler's direct phone number?

Jonathan Adler's direct phone number is +121270*****

What schools did Jonathan Adler attend?

Jonathan Adler attended Fordham University.

Who are Jonathan Adler's colleagues?

Jonathan Adler's colleagues are Trevor Mcnally, John Kenyon Lang, Jennifer Ross Wailgum, Quin Fox, Kelly Gatewood, Christian Barral-Arteta, Bobby Winsor.

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