Professional

Background
Adam Spiegelman is approachable, charming and extremely knowledgeable about retirement issues.   He has spent the past 12 years as a Wealth Management Advisor at Northwestern Mutual, a consistently top ranked wealth management firm which offers high quality investment and wealth management programs and services for high net worth clients. He and his team's mission is to develop enduring relationships with clients by providing expert guidance for a lifetime of financial security.
 

Clientele
His clients typically possess high net worth, investable assets of $1MM+, and are individuals, retired executives with large corporations, wealthy families, and small business owners. Adam's expertise is retirement planning for individuals and he specializes in creating a complete, well thought-out financial plan.  Each client receives an individualized plan customized to his or her needs.  Whether a client is looking to focus on managing current financial success, or on protecting and preserving assets over the long-term, Adam has the solution.
 

The Team
Adam has four individuals working for him and has created a fast-paced, friendly and hard working office environment.  Contagiously energetic, he and his team's financial philosophy is to take a holistic approach, working on insurance and investment needs, drawing down on retirement income, and/or “replacing” corporate paychecks.
 

Credentials
Adam has a bachelor's degree from UCLA with a focus on finance.  He has over 15 years of experience in the financial industry, initially starting his career at Franklin Templeton in different areas of the company.  An avid traveler and fluent Spanish speaker, Adam honed his international financial skills by moving to Madrid, Spain and then to Edinburgh in the United Kingdom.

He is involved with the nonprofit organization  Amigos de Las Americas (fall 2014) and NAIFA.  A Million Dollar Roundtable qualifier, Adam spends his free time working out, camping, vacationing, and most important of all, spending time with his wife Robin (married 12 years) and his children Noah (age 10), Eli  (age 8), and Simon (age 6).

Adam Spiegelman has his Series 7, 63, 65, long term care insurance license and holds his Certified Financial Planner™ (CFP®) certificate. He is an active member of the following professional organizations:

National Association of Insurance and Financial Advisors (NAIFA)

Million Dollar Round Table (MDRT)

Adam D Spiegelman, CFP®, CLTC
Wealth Management Advisor


Spiegelman Wealth Management & Insurance Services

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck