Adam Weirich, CFP®

Adam Weirich, CFP®

Partner

  • Over 15 years of experience advising high-net worth individuals with insurance, investment, retirement, and estate planning strategies
  • Awarded the title of Retirement Planning Specialist by AXA Advisors, based upon the successful receipt of a Certificate in Retirement Planning from the prestigious Wharton School of Business at the University of Pennsylvania
  • Earned the CERTIFIED FINANCIAL PLANNER™ professional (CFP®) certification
  • Member of the Association for Advanced Life Underwriters and the Greater Miami Estate Planning council
  • Adam is a frequently requested speaker at banks, industry associations, corporate benefits meetings, and community groups
  • adam.weirich@axa-advisors.com


Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.