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
- 2022 -now Director of Financial Planning @
- 2021 -2022 Senior Financial Planner @
- 2012 -now Adjunct Instructor of Philosophy @
- 2020 -2021 Financial Consultant @
- 2014 -2020 Wealth Management Advisor @
- 2013 -2015 Adjunct Instructor of Philosophy @
- 2012 -2014 Financial Advisor @
- 2007 -2012 Paraprofessional | Teacher's Assistant @
Adam Kohler Education
- Dowling College
Bachelor of Arts (Philosophy, Sociology)
- Stony Brook University
Master of Arts (Philosophy)
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 Bachelor of Arts in Philosophy, Sociology @ Dowling College. 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
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New York, NY, US
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Melville, NY, US
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Melville, NY, US
Nick Raso
Paraplanner
Easton, PA, US
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