Adam Kazalski, CFGA - Founders Group – Business Succession Planning, Transition and Exit Planning Valuation

Adam Kazalski, Certified Founders Group Associate

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An Entrepreneur’s Business Succession Journey

About Adam

Adam Kazalski
email: adam.kazalski@fourfront.com
tel: (732) 212-5030
web: https://www.fourfront.com/

 

Adam T. Kazalski, ChFC® CEPA®

Adam Kazalski has been providing investment and economic advice to families, professionals, executives, and entrepreneurs since 1997. With nearly three decades of experience, Adam is deeply committed to creating lasting security and prosperity for the individuals and families he serves. His approach focuses on educating clients through a collaborative discovery process and applying macroeconomic strategies tailored to their unique goals and circumstances.

Adam holds the prestigious Certified Exit Planning Advisor (CEPA) designation, which enables him to guide business owners through the complexities of exit strategies, ensuring they maximize value while aligning their financial and personal objectives. His extensive knowledge in this field enhances the comprehensive wealth management services he provides.

Before founding FourFront Wealth Management, Adam developed the Navigation for Wealth™ system and planning tools, designed to create, plan, and execute customized financial strategies built on goal-based objectives. His innovative approach includes regular reviews to ensure clients remain aligned with their goals. He first implemented these strategies at Park Avenue Securities and later at Equitable Advisors.

In 2022, Adam transitioned into the independent Registered Investment Advisor (RIA) space, allowing him to serve his clients as a fiduciary, with the autonomy to offer truly personalized, client-centered wealth management services.

A native of Rockaway Beach, New York, Adam completed his undergraduate education in Engineering from the United States Merchant Marine Academy (Kings Point). He currently resides in Sarasota, Florida, while spending his summers in Little Silver, New Jersey, where he and his wife of 30-years, raised their three adult children.

In 2024 Adam added the role of “Poppy” to his list of designations when his oldest daughter made him a proud grandfather to a baby girl.