Adam (AJ) Loedel, CFP®, ChFC, RICP, LUTCF
As a founding partner of HighPoint Advisors, LLC, AJ brings a wealth of investment and financial planning experience dating back to 2003. He started his career with the MassMutual Financial Group, and spent 7 years as the Investment Specialist for MetLife Financial Services. In 2011, AJ, along with two partners, founded HighPoint Advisors, LLC, a boutique financial services firm dedicated to building close, long-term relationships with clients. His goal was to build a business always focused on service, both to his clients and to the larger community.
Over the course of his career, AJ has gained an in-depth understanding of many types of financial products and services. He’s earned the Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC), Retirement Income Certified Professional (RICP), and Life Underwriting Training Council Fellow (LUTCF) designations, which showcase his commitment to providing the best advice available to his clients. 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, travel, and is an accomplished home brewer. Professionally and personally, AJ strives to strengthen and grow his relationships in the community through networking opportunities in his native Central New York. He is a proud alum of The Gifford Foundation’s Nourishing Tomorrow’s Leaders program. In 2019, he was named one of Central New York’s 40 Under 40 by the CNY Business Journal.
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RICP conferred by The American College. Securities offered through LPL Financial, member FINRA/SIPC. Investment Advice office offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and HighPoint Advisors, LLC are separate entities from LPL Financial.