Financial Services Professional at Strategic Financial Group
Houston, Texas Area
- Current
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- Financial Planner / SpecialCare Planner at Strategic Financial Group
- Past
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- Head Adam at ASB Consulting
- President at Truistic Solutions, Inc.
- Litigation Support at Mann Frankfort Stein & Lipp
- Financial Analyst at Intel Corp.
- Recommended
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1 person has recommended Adam - Connections
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197
connections
- Industry
- Financial Services
- Websites
Adam Blumberg’s Summary
I provide total financial needs analysis with regard to:
• Advisory services
• Retirement analysis and programs
• Estate strategies
• Employee benefit and retention services
• Business continuation strategies
• Trust services
• Special needs family members
I am a registered representative of and offer securities and investment advisory services and financial planning through MML Investors Services, Inc., member SIPC. Supervisory address: 3 Greenway Plaza, Suite 1700, Houston, Texas 77024
I am licensed to sell insurance in: Texas and securities in: Texas. I cannot communicate with, nor respond to, requests from people who reside in states where I am not licensed to conduct insurance and/or securities business.
Adam Blumberg’s Experience
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Financial Planner / SpecialCare Planner
Strategic Financial Group
(Financial Services industry)
January 2009 — Present (11 months)
I help young professionals, couples, and families be certain their money is working as efficiently as possible taking into account protection, savings, growth, taxes, inflation, and opportunity cost.
I specialize in helping families with children with special needs understand their financial planning options in order to maximize their protection for their children, remain eligible for government benefits, and continue to move toward their goals. -
Head Adam
ASB Consulting
(Management Consulting industry)
August 2008 — December 2008 (5 months)
ASB Consulting is looking to help small businesses to operate and grow more efficiently. Many small businesses have a solid product or service. However, building a real, scalable, efficient business around that product or service is a struggle for many entrepreneurs. The goal is to free the business owner's time to focus on growth activities.
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President
Truistic Solutions, Inc.
(Computer Networking industry)
March 2006 — July 2008 (2 years 5 months)
Truistic Solutions is a leading outsourced IT department for small businesses. We specialize in professional service firms and healthcare, but have clients in many industries.
We help our clients by first understanding their business - processes, revenue streams, costs, etc. From there, we can design and enact a solution and plan to manage and maintain their technology in accordance with their business.
We configure, maintain, and manage:
Network security
Servers
Email - including anti-spam
Anti-virus
Desktop support
Data backup
We become a trusted advisor to our clients. They can call us anytime to get our advice on all technology subjects.
Truistic does all this for one monthly fee. There are no additional hours to bill. It is in our best interest that our clients' networks be running smoothly.
If you have any technology questions, please feel free to ask. -
Litigation Support
Mann Frankfort Stein & Lipp
(Privately Held; 201-500 employees; Accounting industry)
October 1999 — March 2001 (1 year 6 months)
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Financial Analyst
Intel Corp.
(Public Company; 10,001 or more employees; intc; Computer Hardware industry)
July 1997 — May 1998 (11 months)
