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 the firm, he started his career with the MassMutual Financial Group, and spent 7 years as the Investment Specialist for MetLife Financial Services. This experience has helped AJ gain an in-depth understanding of many constantly changing 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 objective advice to the clients of HighPoint Advisors, LLC.
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, LLC 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 as well as both Ohio and Florida. In 2019 he was named one of Central New York’s 40 Under 40 by the CNY Business Journal.