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Adam Tortelli

First American Bank

 

Member profile details

Membership level
Season Pass Membership
First name
Adam
Last name
Tortelli
Designations
CFP
Firm Name
First American Bank
Profile Photo
Bio
Adam joined First American with a diverse background in the financial services industry. He started his career with KeyBank’s Rotational Risk Management program before moving into the wealth management arm of Goldman Sachs and most recently served as a holistic financial planner for a private client team within Northwestern Mutual.

Adam graduated with a Finance degree from Xavier University in Cincinnati and is a Certified Financial Planner™ Practitioner. He enjoys helping clients unlock the missing puzzle piece of their financial plan and relieving financial anxiety around their goals.
Primary Profession Category
Financial Advisor
Financial Advisors
  • CFP

DuPage County Estate Planning Council | 1018 W. Madison St., Ste. 9 | Chicago, IL 60607
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