Investment Advisor Representative
Adi is a well-known financial educator in the Greater Philadelphia area. Since 1991 he has developed many unique strategies for businesses by providing Pensions, 401(k)s, 403(b)s, S.E.P. & Simple IRA.
Adi also helped many individual investors preserve their retirement assets, increase their "must have" income, reduce their fees and income taxes. Thousands of "Baby Boomers" and retirees have attended his workshops. Many have used his advice to wisely invest their hard earned retirement accounts. Consequently, he is regarded as a local expert in creating opportunities for retirement.
Adi and his wife live in Lower Bucks and are the proud parents of five, and grandparents of four.