Amy L. Adelman
Retirement Plan Advisor @Wright Lahaie Jarvis Wealth Advisors
Cleveland, OH, US
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MOBILE NUMBERS
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WORK HISTORY
Aug 2019 — Present
Retirement Plan Advisor @Wright Lahaie Jarvis Wealth Advisors
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EDUCATION
2019
College for Financial Planning
Chartered Retirement Plans SpecialistSM
1993 — 1996
Kent State University
Bachelor of Arts - BA, Spanish, Minor in Geography
2020
National Association of Plan Advisors (NAPA)
Certified Plan Fiduciary Advisor
2004
College for Financial Planning
Financial Paraplanner Qualified Professional TM
ABOUT AMY L. ADELMAN
With over 25 years of experience, I specialize in company retirement plans, partnering…
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