James A Adrian Jr
Wealth Management Advisor|CFP®, WMCP®, CLU®, RICP®, ChFC®
Personal
I am a lifetime resident of DuPage and Kane Counties. My wife, Linda, and I have lived in Elburn, Illinois since 1999.
As an avid baseball fan, I am a Chicago White Sox season ticket holder, and enjoy seeing games with my daughter.
I also love listening to opera, attending car shows, and watching Old Hollywood films.
Professional
I am an entrepreneurial business owner, who successfully started, grew, and sold three interrelated corporations while adhering to a vertical integration business model. After 16 prosperous years of operating these companies, I transferred into retirement at the age of 37 upon selling to a Fortune 500 Company. In 2005, I was recruited by Northwestern Mutual to interact with closely held business owners and entrepreneurs in order to assist these individuals in reaching their financial goals and help them turn their dreams into reality.
Professional Desginations
CERTIFIED FINANCIAL PLANNER™ Certificant or CFP® Certificant:
Sponsored by the Certified Financial Planner Board of Standards (www.cfp.net), designees complete a curriculum of study and pass a comprehensive examination regarding the financial planning process, tax planning, estate and retirement planning, investments and insurance; meet experience and continuing education requirements; and comply with the CFP Board’s Code of Ethics and Professional Responsibility.
Chartered Life Underwriter® (CLU®): Sponsored by The American College (www.theamericancollege.edu), designees complete eight college-level self-study courses related to life insurance, insurance and financial planning, and estate and business planning; meet experience and continuing education requirements; and comply with the college’s Code of Ethics.
Chartered Financial Consultant® (ChFC®): Sponsored by The American College (www.theamericancollege.edu), designees complete nine college-level self-study courses in financial planning, income taxation, investments, and estate and retirement planning; meet experience and continuing education requirements; and comply with the college’s Code of Ethics.
Chartered Advisor for Senior Living® (CASL®): Sponsored by The American College (www.theamericancollege.edu), designees complete five college-level self-study courses in investments, estate planning, health and long-term care financing, and financial decisions for retirement; meet experience and continuing education requirements; and comply with the college’s Code of Ethics.
Chartered Advisor in Philanthropy® (CAP®): Sponsored by The Irwin Graduate School of The American College (www.theamericancollege.edu), designees complete three graduate school-level courses in philanthropy including planning for family wealth, charitable strategies, and non-profit gift planning; meet experience and continuing education requirements; and comply with the college’s Code of Ethics.
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.
Additional Community Involvement
I serve as Vice Chairman of the Finance Committee at St. Peter's Parish in Geneva, Illinois. I am also an active member of the Knights of Columbus, council #2191 and enjoy serving at the Knights of Columbus tent at Swedish Days in Geneva.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
