Adam Kohler Email & Phone Number
Director of Financial Planning @ JJ Burns & Company
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Adam Kohler Location
- Melville, NY, US
Adam Kohler Work
- Director of Financial Planning @ (October 2022 - Present)
- Senior Financial Planner @ (December 2021 - October 2022)
- Adjunct Instructor of Philosophy @ (January 2012 - Present)
- Financial Consultant @ (November 2020 - December 2021)
- Wealth Management Advisor @ (January 2014 - January 2020)
- Adjunct Instructor of Philosophy @ (January 2013 - January 2015)
- Financial Advisor @ (June 2012 - December 2014)
- Paraprofessional | Teacher's Assistant @ (June 2007 - June 2012)
Adam Kohler Education
- Stony Brook University
Master of Arts (Philosophy)
- Dowling College
Bachelor of Arts (Philosophy, Sociology)
Adam Kohler Skills
- Teaching
- Wealth Management
- Financial Planning
- Retirement Planning
- Curriculum Design
- Special Education
- Special Needs Trusts
- College Teaching
- Strategic Financial Planning
- Estate Planning
- Nonprofits
- Life Insurance
- Tutoring
- Higher Education
- Staff Development
- Public Speaking
- Management
- Research
- Curriculum Development
- Investments
- Asset Allocation
- Event Planning
Adam Kohler Summary
- Adam Kohler, based in Melville, NY, US, is currently a Director of Financial Planning at JJ Burns & Company. Adam Kohler brings experience from previous roles at JJ Burns & Company, Suffolk County Community College, Fidelity Investments and TIAA. Adam Kohler holds a Master of Arts in Philosophy @ Stony Brook University. With a robust skill set that includes Teaching, Wealth Management, Financial Planning, Retirement Planning, Curriculum Design and more. Adam Kohler has 3 emails and 1 mobile phone numbers on RocketReach.
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Top JJ Burns & Company Employees
Steven Mula
Chief Investment Officer
New York, NY, US
JJ Burns
President and Chief Executive Officer
Melville, NY, US
Adam Kohler
Director of Financial Planning
Melville, NY, US
Ryan Boico
Assistant Portfolio Manager
New York, NY, US
Jack Stankoven
Portfolio Manager
New York, NY, US
Hanna Wohleking
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New York, NY, US
Danielle Moss
Operations Manager
Melville, NY, US
Amy Vasili
Financial Planner
New York, NY, US
Anamika Madan
Financial Planning Specialist
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