Adam Monson's Linkedin Analytics

Passionate about building real relationships, Adam brings both old school values and visionary creative thinking to every project and client engagement. Previously with Northwestern Mutual, Adam has been awarded both the Pacesetter First 40 Award, which is earned by only the highest achieving eleven percent of financial advisors nationwide, and the Pacesetter Second 60 Award, earned by less than two percent of financial advisors nationwide. At the time he received the Pacesetter Second 60 award, Adam was the first recipient of the honor in twelve years at the company’s Newport Beach office. In 2014, he also earned the Bronze Award as a top tier, first-year advisor. Recognition: - Bronze Award 2014 - Pacesetter First 40 award 2014 - Pacesetter Second 60 award 2014 Adam has been actively involved in community service (both in Orange County California and on an international level in Kenya and Nicaragua) and has been heavily involved in the startup community in Orange County. Community Service: - Big Brother - Big Brothers Big Sisters of Orange County. Big Bro of The Year Nominee. - Alumni Board of Directors - Chapman University - Chapman50 - Chapman University - Young Professionals Board - Junior Achievement of Orange County Adam Monson is affiliated with Valmark Securities, Inc. Securities offered through Valmark Securities, Inc. member FINRA, SIPC. OneDigital is a separate entity from Valmark Securities, Inc. Third-party posts do not reflect the views of Valmark Securities, Inc., or OneDigital and have not been approved prior to posting. Check the background of this investment professional on FINRA’s BrokerCheck: http://brokercheck.finra.org/Individual/6037491