Adam Kalender, CFP®
Adam specializes in business and estate planning, retirement planning, and advanced life insurance strategies. Adam has spent the last 15 years helping executives and business owners address exposure and reduce risk in both their business and personal lives by working closely with their attorneys and accountants in solving complex planning scenarios.
His ability to work with the “Advisor Team” has been instrumental in helping his clients coordinate and integrate various planning strategies to ensure proper implementation.
Adam joined American Business in April 2008 after working for several years at an international bank as an advanced planning specialist for their high net worth clients.