Wendy Adler, CFP
Dedicated to helping clients achieve their goals through strategic financial planning and education. She passionately advises individuals as well as corporations on financial planning, retirement planning, education planning, portfolio analysis, and estate planning. Committed to putting client’s needs first, and emphasizes quality interactions.
With over 14 years of experience in the financial services industry, Wendy has formulated her skill set at the within the following roles:
-Financial Advisor at TD Ameritrade
-Wealth Advisor at Merrill Lynch