ADAM GUZEK

It’s a great time to be an investor, but it’s also an overwhelming endeavor. How do you keep up with all the strategies and options available to you, raise a family, have a fulfilling career, and someday be financially independent?

When I got into financial advising, I saw an opportunity to help technology professionals leverage their benefits at work, and shorten the learning curve, allowing them to become financially independent faster than they thought possible.

With over 7 years in the industry, I’ve helped families and professionals at technology companies achieve confidence in their financial decisions, through a customized investment management and financial planning process.

My clients are professional, committed, and driven individuals. I show up powerfully and help them identify and focus on fixing some key problems, so that they optimize their portfolio to the benefit of their family and future.

I help my clients own their financial future, keep more of what they make, and provide their families a sense of confidence through the ups and downs of the stock market.

I’ve found that the busier you get, the more successful you become, and the worse the situation gets – as it relates to taxation, and the ability to keep all of those plates spinning in the air. Nothing thrills me more than helping my clients pursue financial independence with clarity, confidence, and no more sleepless nights.

I’ve performed with the Olympic Marching Band at the 2008 Beijing Olympics, was a part of the first group of Americans to perform at Tiananmen Square, and the Great Wall. I’m always trying to learn new instruments (learning piano now!). I’ve been in a car chase with Courtney Love.