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Adam Carlat 
 

ABOUT THIS REP

Adam Carlat

Adam Carlat is a co-owner of One2One Wealth Strategies, a PlanMember Financial Center located in Glendale, Arizona. He holds Series 7, 63 and 65 securities licenses, as well as a life and health insurance license. After graduating from Northern Arizona University with a Bachelor of Science degree in Finance, he made it his personal mission to make a difference in the lives of others through financial education and retirement planning. To that end, he earned one of the top designations in the industry, Chartered Retirement Planning Counselor (CRPC®), from the College for Financial Planning.

Having a business built on hard work and best practices, Adam believes that it is essential to have a knowledgeable advisor and access to quality solutions designed to help you achieve your investment and retirement goals. He knows that one of the biggest challenges we face in life is planning for our retirement and financial future. By cultivating long-term relationships and committing to exceptional service and personalized advice, Adam strives to provide fully customized investment services to meet the unique needs of a wide range of individuals.

Some of the services that Adam offers include:
  • Retirement planning & portfolio management
  • 401(k) and 403(b) rollovers
  • Corporate retirement planning
  • Estate planning strategies
  • Life insurance & long-term care insurance
  • Education planning

Dedicated to giving back to his community, Adam is on the Board of Directors of multiple nonprofit organizations. He loves spending free time with his daughter and is also an avid sports fan. When away from the office, Adam can often be found somewhere outdoors, usually playing basketball, golfing, hiking or biking.

“I offer my clients a high level of support and ongoing dialogue, including regular portfolio reviews. I thoroughly explore objectives and preferences, paying special attention to risk tolerance, time horizon and goals. With this information, I develop a wealth management plan that is tailored to achieve the specific needs, goals and objectives of each individual client.” – Adam Carlat

 
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Before investing, carefully read the prospectus(es) or summary prospectus(es) which contains information about investment objectives, risks, charges, expenses and other information all of which should be carefully considered. For current prospectus(es) call (800) 874-6910. Investing involves risk. The investment return and principal value will fluctuate and, when redeemed, the investment may be worth more or less than the original purchase price.

Asset Allocation or the use of an investment advisor does not ensure a profit nor guarantee against loss.
Representative registered with and offers only securities and advisory services through PlanMember Securities Corporation, a registered broker/dealer, investment advisor and member FINRA/SIPC. PlanMember is not liable for ancillary products or services offered by this representative and One2One Wealth Strategies. One2One Wealth Strategies and PlanMember Securities Corporation are independently owned and operated companies. PlanMember Financial Corporation • 6187 Carpinteria Avenue • Carpinteria, CA 93013 • 800-874-6910