
Adam Peltzman, CFP®, RHU® is a graduate of University of Delaware where he earned a Bachelor’s of Science in Economics. Adam has been working in the financial services industry for over 17 years. Adam is a Certified Financial Planner since 2004 and a Registered Health Underwriter since 2011. His specialties include comprehensive financial planning, custom portfolio management, and capabilities for business owners, families, and individuals. He is also an expert in both the individual, small group, and Medicare Health Insurance marketplace.