Adrian J. Amayaemail
Professional Story
As a Wealth Management Advisor, Adrian’s mission is to assist individuals, families and business owners in defining their financial goals and achieving financial freedom. Adrian has developed an expertise in assisting big-law attorneys accomplish their goals by understanding their benefits and creating a team that meets the needs of these incredibly busy individuals. He is trained and licensed to provide financial solutions to his clients and prospective clients. His goal is to become a lifelong resource to his clients, and he is dedicated to assisting them through the various stages of their financial lives. Adrian is able to utilize the team approach and draw upon the wealth of knowledge of his associates to create custom designed financial strategies for his clients.
Adrian holds a bachelor’s in finance and accounting from Northeastern University and has 5 years of investment advisory experience. Adrian lives in Needham Massachusetts with his fiancé Amanda. Adrian and Amanda are dedicated to a life of self-improvement and love working out together, spending time with family.Languages:
- English
Specialties:
- Insurance Strategies
- Retirement Strategies
- Business Owners
- Retirement Income Planning
- Business Succession Planning
- Risk Management Strategies
- Estate Planning
- Investment Strategies
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