I would like to request that Adam Hersh contacts me to discuss my financial needs.
As a member of the Sequoia Financial Group, I strive to provide the highest level of service to my clients. I approach financial planning from a holistic standpoint, and provide advice, education, and recommendations to clients on a wide range of personal finance topics. These topics include wealth management, tax and estate planning strategies, insurance, college planning, debt management, and more.
I grew up in Southern California and played a variety of sports from an early age, eventually competing as high as division I baseball in college. After college, I worked in a number of different industries, including the Hollywood talent agency business, sports television production, and network television advertising sales. I believe that the values and skills I learned through sports and my prior work experience played a significant role in who I am today.
I recently obtained the CERTIFIED FINANCIAL PLANNER™ professional designation. I believe that lifelong learning is an essential component to all professions, and I will continue to pursue other designations in the future.
I feel fortunate to be in a position to help people make decisions that will have lasting impacts for decades. I cherish the relationships I have with my clients and look forward to being an instrumental figure in their lives for years to come.
My wife, Lisa, and I currently live in Clifton Park, NY with our 3 kids – Alex, Lizzy, and Ben. When I’m not at work, I’m spending time with them, snowboarding, golfing, playing chess, hiking, and anything else that keeps me active.
CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
CA Insurance License #: 0K75763
FUN FACTS:
- I am extremely happy when I am at the ocean.
- My favorite food is pizza.
- I love all animals, especially my dog Jack.
For more information on working with a CERTIFIED FINANCIAL PLANNER™, please visit the links below.
Sequoia and its financial professionals do not provide tax or legal advice. Clients are reminded to seek counsel from their personal advisors regarding their specific circumstances.
CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
The RICP® (Retirement Income Certified Professional®) designation is sought by financial services sales professionals whose focus includes clients planning for their retirement income. The designation’s required curriculum is administered by The American College in Bryn Mawr, PA, which is accredited by The Middle States Commission on Higher Education, Philadelphia, PA 19104. The mark RICP® is the property of The American College and may be used only by individuals who have successfully completed the initial and ongoing certification requirements for this designation. Complaints about a designee can be made by e-mail at [email protected]. or by calling 888-263-7265. To verify a designee, visit http://www.designationcheck.com.
The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the FP’s receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors’ affiliate, Equitable Financial Life Insurance Company (NY, NY), coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact Equitable [email protected]. Complaints about an Equitable Advisors FP should be directed to [email protected].
To verify that an FP has earned and holds the title in good standing, contact Equitable [email protected]. Complaints about an Equitable Advisors FP should be directed to [email protected]