Adrian joined Adviser Investments in 2022. As a financial planner, he helps clients develop comprehensive wealth strategies that fit their present and future lifestyles. Prior to joining Adviser Investments, he spent several years as a wealth and legacy planner at Black Belt Financial. Adrian graduated from the University of Massachusetts Boston with a B.S. in business management, concentrating in finance. He is a Chartered Retirement Planning CounselorSM, CRPC® and lives in Weymouth, MA, with his wife, son and Labrador retriever.
For more information on the awards and recognitions referenced above, please visit https://www.adviserinvestments.com/awards-and-recognitions/.
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