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http://charitychannel.com/cc/ralph-adamo
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Posts:
Rank: New to Forums
Level: 
Last Activity: 4/5/2011
Member Since: 12/23/2010
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About Me
Ralph Adamo is a highly experienced advisor and educator on the topic of wealth preservation. He is the founder of The Institute for Family Wealth Counseling and Integrity Wealth Management, as well as the creator of the proprietary WealthTrac™ process.
Ralph is also a strong supporter and advisor to charitable organizations looking to maximize their effectiveness and reach. He is known for delivering exceptional insight and guidance to business owners, individuals and charities alike. He also has an inherent ability to understand and address the emotional elements that often underlie major financial planning decisions. As a result, he has earned a strong reputation for integrity within the community.
Ralph is passionate about gaining knowledge and applying it wisely. He is a Certified Financial Planner®, a Chartered Financial Consultant and Chartered Life Underwriter, a Chartered Advisor in Philanthropy, a Registered Securities Representative and an Investment Advisor Representative. To earn the credentials of CFP®, ChFC, CLU and CAP Ralph had to complete over 2,000 hours of specialized study and passed dozens of rigorous exams.
Adamo and his wife Amy have two children, Savannah and Christian. In addition to his business endeavors and work with local charities, he also dedicates time as the 2010 Chairperson of the Public Awareness/Committee Relations Committee for Financial Planning Association for the Orange County Chapter.
Ralph lectures throughout Southern California and is frequently sought for interviews by local media. If you attend one financial presentation this year, do not miss this opportunity to hear one of the region’s most respected and informative speakers.
- Advisor - More than700 families over the past three decades have benefited from Ralph’s expertise on how to reduce or avoid estate taxes, preserve their hard-earned assets, and secure financial legacies that stand the test of time.
- Author - The E Book Survival Guide for Serious Investors
- Consultant - Universities, community foundations, hospital foundations and other charities
- Presenter - Local and national estate planning forums and nonprofit organizations
- Guest Speaker - CPA & law firms, estate planning associations and nonprofit organizations
- Invited Media Guest - KCAL 9, OC Metro, 714, Reuters, Journal of Financial Planning and Investment News
- Member - Financial Planners Association, Board of Directors 2009 and 2010
- Member - International Association for Advisors in Philanthropy, Inc.
- Member - Partnership for Philanthropic Planning
- Member - ASAC
- Graduate B.S. - St. Joseph’s University (Class of ’83)
- Master of Science in Financial Services - The American College
- Professional Designations - CFP® (Certified Financial Planner®), ChFC (Chartered Financial Consultant), CLU (Chartered Life Underwriter), CAP (Chartered Advisor in Philanthropy)
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About Me
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Biography:
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Ralph Adamo is a highly experienced advisor and educator on the topic of wealth preservation. He is the founder of The Institute for Family Wealth Counseling and Integrity Wealth Management, as well as the creator of the proprietary WealthTrac™ process.
Ralph is also a strong supporter and advisor to charitable organizations looking to maximize their effectiveness and reach. He is known for delivering exceptional insight and guidance to business owners, individuals and charities alike. He also has an inherent ability to understand and address the emotional elements that often underlie major financial planning decisions. As a result, he has earned a strong reputation for integrity within the community.
Ralph is passionate about gaining knowledge and applying it wisely. He is a Certified Financial Planner®, a Chartered Financial Consultant and Chartered Life Underwriter, a Chartered Advisor in Philanthropy, a Registered Securities Representative and an Investment Advisor Representative. To earn the credentials of CFP®, ChFC, CLU and CAP Ralph had to complete over 2,000 hours of specialized study and passed dozens of rigorous exams.
Adamo and his wife Amy have two children, Savannah and Christian. In addition to his business endeavors and work with local charities, he also dedicates time as the 2010 Chairperson of the Public Awareness/Committee Relations Committee for Financial Planning Association for the Orange County Chapter.
Ralph lectures throughout Southern California and is frequently sought for interviews by local media. If you attend one financial presentation this year, do not miss this opportunity to hear one of the region’s most respected and informative speakers.
- Advisor - More than700 families over the past three decades have benefited from Ralph’s expertise on how to reduce or avoid estate taxes, preserve their hard-earned assets, and secure financial legacies that stand the test of time.
- Author - The E Book Survival Guide for Serious Investors
- Consultant - Universities, community foundations, hospital foundations and other charities
- Presenter - Local and national estate planning forums and nonprofit organizations
- Guest Speaker - CPA & law firms, estate planning associations and nonprofit organizations
- Invited Media Guest - KCAL 9, OC Metro, 714, Reuters, Journal of Financial Planning and Investment News
- Member - Financial Planners Association, Board of Directors 2009 and 2010
- Member - International Association for Advisors in Philanthropy, Inc.
- Member - Partnership for Philanthropic Planning
- Member - ASAC
- Graduate B.S. - St. Joseph’s University (Class of ’83)
- Master of Science in Financial Services - The American College
- Professional Designations - CFP® (Certified Financial Planner®), ChFC (Chartered Financial Consultant), CLU (Chartered Life Underwriter), CAP (Chartered Advisor in Philanthropy)
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About Me
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