Adam Ciepiela Email & Phone Number
Partner, Financial Planner, Financial Adviser and Speaker @ Charles Stephen and Company
Adam Ciepiela's Location
Albuquerque, NM, US
Adam Ciepiela's Work
- Partner, Financial Planner, Financial Adviser and Speaker @ Charles Stephen and Company
- Mortgage Planner @ Charter Funding
Adam Ciepiela's Education
- University of Nevada-Las Vegas
Bachelor's (Business Administration, Marketing)
2000 - 2004 - College for Financial Planning
Certified Financial Planner (Financial Planning)
2011 - 2013 - Texas Tech University
CRC (Certified Retirement Counselor)
2008 - 2008
- XINNIX The Mortgage Academy of Excellence
XCO (Mortgage Planning)
2006 - 2006
Adam Ciepiela's Skills
- Sales
- Mutual Funds
- Personal Finance
- Asset Allocation
- Retirement Plan Optimization
- Retirement Planning and Income
- Investments
- Exit and Transition Planning
- Marketing
- Strategy
Adam Ciepiela's Summary
Adam Ciepiela, based in Albuquerque, NM, US, is currently a Partner, Financial Planner, Financial Adviser and Speaker at Charles Stephen & Co., Inc., bringing experience from previous roles at Charter Funding. Adam Ciepiela holds a 2000 - 2004 Bachelor's in Business Administration, Marketing @ University of Nevada-Las Vegas. With a robust skill set that includes Sales, Mutual Funds, Personal Finance, Asset Allocation, Retirement Plan Optimization and more, Adam Ciepiela contributes valuable insights to the industry. Adam Ciepiela has 2 emails on RocketReach.
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