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About this Representative
Adam Carlat is a co-owner of One2One Wealth Strategies, a PlanMember Financial Center located in Glendale, Arizona. He holds Series 7, 63 and 65 securities licenses, as well as a life and health insurance license. After graduating from Northern Arizona University with a Bachelor of Science degree in Finance, he made it his personal mission to make a difference in the lives of others through financial education and retirement planning. To that end, he earned one of the top designations in the industry, Chartered Retirement Planning Counselor (CRPC®), from the College for Financial Planning.
Having a business built on hard work and best practices, Adam believes that it is essential to have a knowledgeable advisor and access to quality solutions designed to help you achieve your investment and retirement goals. He knows that one of the biggest challenges we face in life is planning for our retirement and financial future. By cultivating long-term relationships and committing to exceptional service and personalized advice, Adam strives to provide fully customized investment services to meet the unique needs of a wide range of individuals.
Some of the services that Adam offers include:
• Retirement planning & portfolio management
• 401(k) and 403(b) rollovers
• Corporate retirement planning
• Estate planning strategies
• Life insurance & long-term care insurance
• Education planning
Dedicated to giving back to his community, Adam is on the Board of Directors of multiple nonprofit organizations. He loves spending free time with his daughter and is also an avid sports fan. When away from the office, Adam can often be found somewhere outdoors, usually playing basketball, golfing, hiking or biking.
“I offer my clients a high level of support and ongoing dialogue, including regular portfolio reviews. I thoroughly explore objectives and preferences, paying special attention to risk tolerance, time horizon and goals. With this information, I develop a wealth management plan that is tailored to achieve the specific needs, goals and objectives of each individual client.” – Adam Carlat
Adam Carlat, CRPC®
Co-Owner, One2One Wealth Strategies
7500 E. Pinnacle Peak Rd.
Scottsdale, AZ 85255
Phone: (623) 850-0016
Representative is registered with and offers only securities and advisory services through PlanMember Securities Corporation, a registered broker/dealer, investment advisor and member FINRA/SIPC. 6187 Carpinteria Avenue, Carpinteria CA. 93013, (800) 874-6910. One2One Wealth Strategies and PlanMember Securities Corporation are independently owned and operated. PSEC is not responsible or liable for ancillary products or services offered by One2One Wealth Strategies or this representative.