Quaker Wealth Management

CERTIFIED FINANCIAL PLANNER™

Wealth Mgt Mixtape Podcast

Host

WNC Capital Corp

Regional Vice President

LEAF Financial Corporation

Certified Financial Planner™ @ Quaker Wealth Management | Investment Strategies

As a CERTIFIED FINANCIAL PLANNER™ at Quaker Wealth Management, I help clients achieve their financial goals and dreams through personalized and comprehensive financial planning and investment advisory services. I have more than 12 years of experience in the wealth management industry, working with individuals, families, and businesses across various stages of life and financial situations.

In addition to my role as a financial advisor, I am also the host of Wealth Mgt Mixtape Podcast, a platform where I share my insights, perspectives, and stories on topics related to investing, financial planning, and human behavior. I am passionate about educating and empowering people to make informed and confident financial decisions, and to enjoy the journey of wealth creation and management.

Jake Heisler, CFP®

My objective through Primerica - to empower individuals and families to achieve financial health by becoming properly protected, debt-free, and purposefully invested - through practical financial education, personalized solutions, and offering a unique income opportunity that supports financially independence.
 
The strategy to earning more income is to obtain their own securities license and build their own financial services / investment advisory business. Having an investment license is a great way to start making money and the investment license is also a terrific back-up plan to your career (regardless of your current job and industry) that you can take anywhere. Wherever you live, work, or travel; shop, visit, and volunteer; gift, belong, or go to school you're meeting people who would benefit from your ability to help them with their investments. 

The opportunity includes getting yourself appointed to our brokerage firm, licensed, and trained. All products and services offered for sale here are from very highly respected, well-known investment companies. Imagine the opportunity of starting your own brokerage office. The ability to appoint and train your own team of licensed security agents. The opportunity is real, and someone could create a lucrative business with valuable residual income. If this opportunity is not for you at this time, pass my message onto someone you care about and you would like to help on life’s journey.

The strategy to becoming financially independent is gaining the necessary financial knowledge and consistently applying it in your actions and decisions. Start with you and me and a no-cost conversation about your financial situation and your future goals. 

We begin with an introductory easy-to-complete financial assessment and a complimentary Financial Needs Analysis, together the assessment and (FNA) can help you understand where you are today and the guidance to prepare for tomorrow. 

Proven financial concepts can forever change the way you think about and manage your money.

My own status and background:
:  Division Leader / Fortune 1000 co.
:  Investment Advisor Representative / Series 65
:  Registered Representative / Series 6, 63, & 26
:  Life Insurance & Variable Annuity Agent 
:  Michigan Mortgage Lending Officer
:  Master’s Degree in Financial Planning 
:  Bachelor’s degree in Economics 
: 20 plus years of financial services experience 
: Author

Contact me at stephen.adams@primerica.com or visit my website at primerica.com/stephen-adams

Stephen Adams

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The Battle

Jake Heisler, CFP®

Stephen Adams

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