Adam D Blatt
Financial Advisor|CFP®, CLU®
Personal
After graduating from the University of North Carolina-Chapel Hill, Adam worked as a financial consultant in Washington D.C. He moved to Honolulu in 2009 and has been with the Northwestern Mutual Hawaii office for over 14 years; he currently lives in downtown Honolulu with his family (fiancé-Vivian and children Audrie, and Carter). Throughout his career, Adam has been involved in leadership roles within our organization and prioritizes credentialing and continuing education to better serve his client's interests.
In recent years Adam has been focused on growing his practice and servicing clients within the medical industry, both in Hawaii and across the contiguous 48 states (the mainland). He and his team pride themselves on educating medical professionals about unique financial tools and strategies that are not taught in medical school. Growing up in a family of physicians, he understands the challenges a medical professional may experience when developing and executing a financial management plan. He and his team provide the necessary support and expertise to bring clients peace of mind.
Professional
Registrations
- Series 6 & 63 - Mutual Funds, Variable Annuities, Insurance Premiums
Certificates & Designations
CFP® - Certified Financial Planner™ Professional
CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. They understand the complexities of the changing financial climate and will make recommendations in your best interest.
CLU® - Chartered Life Underwriter
The CLU® is the premier designation for insurance professionals and is the oldest standard of excellence. Today, it continues to be the credential for practitioners who desire to provide their clients with the security of life insurance and risk management. Emphasis is placed on ethics and commitment to clients, the CLU® has earned a distinguished reputation backed by security and stewardship.
Business Employee & Executive Benefits Planning
Disability Planning
Estate Planning
Financial Planning
Investment Planning & Strategies
Life Insurance Strategies
Tax-Efficient Strategies
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
