Adam (AJ) Loedel
Adam (AJ) Loedel, CFP®, ChFC, RICP, LUTCF
AJ brings investment and wealth planning experience dating back to 2003, as well as a Certified Financial Planner® designation to HighPoint Advisors, LLC. A founding member of this firm, he started his career with the MassMutual Financial Group, and spent 7 years as the Investment Specialist for MetLife Financial Services, AJ has gained an in-depth understanding of many types of financial products and services. Over the years AJ has earned the CFP®, ChFC, RICP and LUTCF designations which showcase his commitment to providing the best advice available to the clients of Highpoint Advisors. Registered with FINRA, AJ holds the series 6, 63, and 7 licenses through LPL Financial along with his life, accident & health, NY state LTC Partnership certification, and variable products licenses. The discipline to remain objective and the flexibility to work with a diverse client base allows AJ to help the clients of Highpoint Advisors as they work towards financial independence. Outside of work, he enjoys golf, cooking, basketball, and travel when possible. Professionally and socially, AJ strives to increase his visibility and strengthen existing relationships in the community through networking opportunities in his native Central New York.