Adam Puskar
Helping business owners, executives and healthcare professionals reduce taxes, eliminate debt and increase their spendable income
- Role
- Wealth Management Advisor at OnePoint BFG Wealth Partners
- Location
- Allentown, PA, US
- LinkedIn followers
- 500 followers
Experience
Wealth Management Advisor
Feb 2021 — Present · Whitehall, PA, US
Investment advisory and financial planning services offered through Bleakley Financial Group, LLC, an SEC registered investment adviser, doing business as OnePoint BFG Wealth Partners.Third party posts found on this profile do not reflect the views of OnePoint BFG Wealth Partners and have not been reviewed by OnePoint BFG Wealth Partners as to accuracy or completeness.
Education
Susquehanna University
Bachelor of Science (BS), Business Administration and Management, General
2007 — 2012
Skills
- Leadership
- Public Speaking
- Microsoft Office
- Series 63
- Financial Analysis
- Powerpoint
- Microsoft Excel
- Customer Service
- Banking
- Wealth Management
- Microsoft Word
- Social Media
- Event Planning
- Public Relations
- Finance
- Time Management
- Credit
- Series 7
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