{"id":395,"date":"2021-06-08T14:40:03","date_gmt":"2021-06-08T14:40:03","guid":{"rendered":"https:\/\/mgfs.net\/?page_id=395"},"modified":"2021-09-08T19:09:20","modified_gmt":"2021-09-08T19:09:20","slug":"adam-l-schwartz","status":"publish","type":"page","link":"https:\/\/mgfs.net\/about\/our-team\/adam-l-schwartz\/","title":{"rendered":"Adam L. Schwartz"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"395\" class=\"elementor elementor-395\" data-elementor-post-type=\"page\">\n\t\t\t\t\t\t<section data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-section elementor-top-section elementor-element elementor-element-3758fcc5 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"3758fcc5\" data-element_type=\"section\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t\t\t<div class=\"elementor-background-overlay\"><\/div>\n\t\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-33921133\" data-id=\"33921133\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-46d1a56c elementor-widget elementor-widget-heading\" data-id=\"46d1a56c\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Adam L. Schwartz<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-2507c7d4 elementor-widget elementor-widget-text-editor\" data-id=\"2507c7d4\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>CFP\u00ae, NSSA\u00ae | Wealth Advisor, Partner<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section data-particle_enable=\"false\" data-particle-mobile-disabled=\"false\" class=\"elementor-section elementor-top-section elementor-element elementor-element-b8e510c elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"b8e510c\" data-element_type=\"section\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-33 elementor-top-column elementor-element elementor-element-5336eea\" data-id=\"5336eea\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-d2b5227 elementor-widget elementor-widget-image\" data-id=\"d2b5227\" data-element_type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<img fetchpriority=\"high\" decoding=\"async\" width=\"768\" height=\"1003\" src=\"https:\/\/mgfs.net\/wp-content\/uploads\/2021\/07\/MGFS-adam-l-schwartz-cfp-bio-headshot.jpg\" class=\"attachment-full size-full wp-image-1380\" alt=\"\" srcset=\"https:\/\/mgfs.net\/wp-content\/uploads\/2021\/07\/MGFS-adam-l-schwartz-cfp-bio-headshot.jpg 768w, https:\/\/mgfs.net\/wp-content\/uploads\/2021\/07\/MGFS-adam-l-schwartz-cfp-bio-headshot-230x300.jpg 230w\" sizes=\"(max-width: 768px) 100vw, 768px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-aa84c45 elementor-blockquote--skin-quotation elementor-blockquote--align-center elementor-blockquote--button-color-official elementor-invisible elementor-widget elementor-widget-blockquote\" data-id=\"aa84c45\" data-element_type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeIn&quot;}\" data-widget_type=\"blockquote.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<blockquote class=\"elementor-blockquote\">\n\t\t\t<p class=\"elementor-blockquote__content\">\n\t\t\t\t\"I love to travel with my family, learn about and experience different cultures - it gives a unique lens to examine and appreciate our own lives.\"\t\t\t<\/p>\n\t\t\t\t\t\t\t<div class=\"e-q-footer\">\n\t\t\t\t\t\t\t\t\t\t\t<cite class=\"elementor-blockquote__author\">Adam L. Schwartz<\/cite>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/blockquote>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-9f7cebe elementor-align-center elementor-icon-list--layout-traditional elementor-list-item-link-full_width elementor-widget elementor-widget-icon-list\" data-id=\"9f7cebe\" data-element_type=\"widget\" data-widget_type=\"icon-list.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<ul class=\"elementor-icon-list-items\">\n\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"mailto:aschwartz@mgfs.net\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"far fa-envelope\"><\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">aschwartz@mgfs.net<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"tel:16302423331\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"fas fa-phone-alt\"><\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Tel 630.242.3331<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"fas fa-fax\"><\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Fax 630.206.1677<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/www.linkedin.com\/in\/adamlschwartz\" target=\"_blank\" rel=\"noopener\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"fab fa-linkedin\"><\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">LinkedIn<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<a href=\"https:\/\/www.facebook.com\/AdamSchwartzFinancialServices\/\" target=\"_blank\" rel=\"noopener\">\n\n\t\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<i aria-hidden=\"true\" class=\"fab fa-facebook-square\"><\/i>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Facebook<\/span>\n\t\t\t\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t<\/ul>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t<div class=\"elementor-column elementor-col-66 elementor-top-column elementor-element elementor-element-2f0626a\" data-id=\"2f0626a\" data-element_type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-c97e5c9 elementor-widget elementor-widget-heading\" data-id=\"c97e5c9\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Adam L. Schwartz<\/h2>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-8354ccc elementor-widget elementor-widget-heading\" data-id=\"8354ccc\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">CFP\u00ae, NSSA\u00ae<br \/>\nWealth Advisor, Partner<\/h3>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5c284c2 elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"5c284c2\" data-element_type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-bced1dc elementor-widget elementor-widget-text-editor\" data-id=\"bced1dc\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>Being a wealth advisor remains Adam\u2019s greatest professional fulfillment \u2013 allowing him to help clients achieve and maintain financial clarity, security, and independence through trusting relationships. Adam is privileged to help people through life\u2019s transitions whether they are preparing to have children or leave their legacies or solve for other unique challenges and opportunities. \u00a0\u00a0\u00a0<\/p><p>Adam is also a recently published co-author along with\u00a0 Barry Moschel with the book, &#8220;Guided Retirement Income Planning &#8211; Introducing the GRIP Roadmap&#8221; &#8211; additional details available <a href=\"https:\/\/mgfs.net\/guided-retirement-income-planning-introducing-the-grip-roadmap-book\/\">here<\/a>.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-98ef7fc elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"98ef7fc\" data-element_type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-02ca89b elementor-widget elementor-widget-heading\" data-id=\"02ca89b\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Thoughts from Adam<\/h3>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7872aa5 elementor-widget elementor-widget-text-editor\" data-id=\"7872aa5\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><strong>The work we do helps others to<\/strong>\u00a0successfully retire.<\/p><p><strong>An important aspect of our work<\/strong>\u00a0is to inspire confidence. This comes from building strong, trusted relationships that gives my clients a sense of clarity and connectedness.\u00a0\u00a0<\/p><p><strong>Outside the office<\/strong>, I enjoy playing tennis and racquet sports.\u00a0\u00a0I\u2019m passionate about spending time with our family and friends, traveling, and exploring with them \u2013 sharing great food in different places, and finding the next best place to hike.<\/p><p><strong>My bucket list includes<\/strong>\u00a0to visit more countries throughout Europe, Asia, and South America. Our last trip to Kenya we also helped build a school. While we have traveled to many places there is so much more to learn and see!<\/p><p><strong>An important quote to me<\/strong>\u00a0is, \u201cData is information, information creates knowledge, knowledge creates choice, and choice drives results.\u201d ~The Wisdom Hierarchy<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5d7669c elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"5d7669c\" data-element_type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-c1b67e0 elementor-widget elementor-widget-heading\" data-id=\"c1b67e0\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">About Adam<\/h3>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-e846d6a elementor-widget elementor-widget-text-editor\" data-id=\"e846d6a\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p>A native Chicagoan, Adam started his career in the financial industry in the early 90\u2019s. Over the more than 30 years, he has worked with clients with many backgrounds from young entrepreneurs getting started to high net-worth families and business owners, to corporate retirement plans and charitable\/philanthropic engagements.<\/p><p>Adam developed expertise with wealth and portfolio management strategies and most recently was responsible for investors\u2019 assets totaling $3 billion. He has held leadership roles with Stein Roe &amp; Farnham, JP Morgan, Janus, Manulife John Hancock, and AssetMark. Additionally, Adam pioneered numerous wealth management platforms, delivered hundreds of economic and market presentations, and conducted numerous panel discussions with accomplished economists and portfolio managers.<\/p><p>Outside of the office, Adam has served on various community and advisory boards, plays tennis regularly, and enjoys spending time, traveling, and volunteering with his wife and two teenage children. His most interesting volunteering experience was in Kenya where his family spent two weeks building a school, living in a rural Maasai Mara village to learn about the impact of education.<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7280914 elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"7280914\" data-element_type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-ce74ea5 elementor-widget elementor-widget-heading\" data-id=\"ce74ea5\" data-element_type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t<h3 class=\"elementor-heading-title elementor-size-default\">Adam's Accreditations<\/h3>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-14ed3f1 elementor-widget elementor-widget-text-editor\" data-id=\"14ed3f1\" data-element_type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<p><strong>Certified Financial Planner<\/strong><strong><sup>\u2122<\/sup><\/strong><strong>\u00a0(CFP<\/strong><strong><sup>\u00ae<\/sup><\/strong><strong>)<br \/><\/strong>A Certified Financial Planner\u2122 (CFP\u00ae) is a rigorous professional certification for advisors set by the Certified Financial Planner Board of Standards, Inc. There are four parts to the initial CFP certification; education, examination, experience and ethics. A CFP candidate will need to put in up to 1,000 hours to complete the required coursework and the exam. The CFP applicant must have a minimum education level of a bachelor\u2019s degree and coursework in financial planning. The ethics component requires the applicant to meet the Fitness Standards for Candidates and Registrants and promise to follow the Rules of Conduct which put the clients\u2019 interests first.<\/p><p><strong>National Social Security Advisor<\/strong><strong><sup>\u00ae<\/sup><\/strong><strong>\u00a0(NSSA<\/strong><strong><sup>\u00ae<\/sup><\/strong><strong>)<br \/><\/strong>The purpose of the NSSA\u00ae Certificate Program is to educate professional financial advisors about the United States Social Security program and related benefits. The program is offered to professionals who\u00a0advise clients, colleagues, employees, and other stakeholders on the Social Security program.<\/p><p><strong>BA Political Science, Minor International Studies<\/strong><\/p><p>1991 University of Illinois, Urbana-Champaign<\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7ea4a03 elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"7ea4a03\" data-element_type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-c2bd87b elementor-align-center elementor-widget elementor-widget-button\" data-id=\"c2bd87b\" data-element_type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm elementor-animation-grow\" href=\"https:\/\/mgfs.net\/about\/our-team\/\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t<span class=\"elementor-button-text\">Return To Our Team<\/span>\n\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>CFP\u00ae, NSSA\u00ae | Wealth Advisor, Partner &#8220;I love to travel with my family, learn about and experience different cultures &#8211; it gives a unique lens to examine and appreciate our own lives.&#8221; Adam L. Schwartz aschwartz@mgfs.net Tel 630.242.3331 Fax 630.206.1677 LinkedIn Facebook Adam L. Schwartz CFP\u00ae, NSSA\u00ae Wealth Advisor, Partner Being a wealth advisor remains [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":274,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"_links":{"self":[{"href":"https:\/\/mgfs.net\/wp-json\/wp\/v2\/pages\/395"}],"collection":[{"href":"https:\/\/mgfs.net\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/mgfs.net\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/mgfs.net\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/mgfs.net\/wp-json\/wp\/v2\/comments?post=395"}],"version-history":[{"count":0,"href":"https:\/\/mgfs.net\/wp-json\/wp\/v2\/pages\/395\/revisions"}],"up":[{"embeddable":true,"href":"https:\/\/mgfs.net\/wp-json\/wp\/v2\/pages\/274"}],"wp:attachment":[{"href":"https:\/\/mgfs.net\/wp-json\/wp\/v2\/media?parent=395"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}