Adam B. Weiner CRPC
LPL Investment Advisor Representative
Adam brings tremendous perspective to our team having served as a Navy SEAL for 14 years. His vision for Freedom Financial is a culture of service, gratitude, and giving. Understanding the power of teamwork, Adam envisions a culture of philanthropy spearheaded by the Freedom Financial Team and shared with our clients to better serve our community.
In 2016, Adam became a Division Vice President for American International Group where he worked as a retirement consultant to financial advisors throughout Michigan. In 2019, he became an Investment Advisor Representative working directly with hard-working families to design and manage their retirement strategies.
Adam is a proud member of the Association of Financial Educators, a 501(c)(3) non-profit created to help with financial literacy. Adam brings this education to high-schools, colleges, and businesses in the Detroit Metro area to help demystify complexities in investing and retirement planning.
Adam has a Bachelor of Science from the United States Naval Academy. He has passed the Series 6, 63, and 65 exams all held with LPL Financial. He holds life insurance licenses in multiple states to include Michigan, Florida, and Texas.
Additionally, he is certified as a Chartered Retirement Planning Counselor (CRPC). Outside of work, Adam enjoys CrossFit, relaxing with his wife, and playing the role of Captain America with his three young children.