Adam Glassberg

CFP®, CIMA®
Personal Finance, Investing, Taxes
93%
Helpful
3
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13
Articles
55
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“Adam Glassberg, CFP®, specializes in helping young professionals and young doctors who need assistance with tax savings, budgeting, loan repayment, and investment strategies. ”
Firm:

D3 Financial Counselors

Job Title:

Financial Counselor

Biography:

Adam is a Co-Owner and a Senior Portfolio Manager at D3 Financial Counselors. He and Don Duncan oversee all of the Affordable Family Office services provided to D3 Financial Counselor’s clients. Besides portfolio management, Adam specializes in helping medical professionals and corporate clients with wealth accumulation strategies.

Adam joined D3's team in June 2008, after graduating from Eastern Illinois University with a specialization in Financial Planning. Adam earned his CFP® designation in June 2011 and his Certified Investment Management Analyst ® (CIMA®) certification in June 2012. Adam is also a NAPFA registered financial planner. Adam successfully completed D3’s Financial Planning Management Development Program and is now a part owner of D3 Financial Counselors. He has responsibility for helping to manage all of the Affordable Family Office services provided to D3 Financial Counselor’s clients. Since 2012, Adam has been conducting seminars for graduating medical school and dental school students on debt reduction and wealth accumulation strategies at the University of Illinois at Chicago.

Raised in the northwest suburbs of Chicago, Adam currently lives in Lisle with his wife Amanda, daughter Addison, and dog Chula. In his spare time, he likes to stay active by biking, running, playing tennis and skiing. He also enjoys the sports, music, and food culture that Chicago has to offer.

Assets Under Management:

$205 million

Fee Structure:

Fee-Only
Fixed
Asset-Based

CRD Number:

5938760

All Articles
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Most Helpful
2 weeks ago
    Charity, Tax Deductions / Credits
December 2016
    Financial Planning, Personal Finance
last month
    Choosing an Advisor, Estate Planning, Financial Planning
November 2016
    Lifestage Based Planning, Personal Finance, Starting Out
January 2017
    Insurance, Life Insurance

All Answers
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Most Helpful
    Debt, Real Estate
Should I refinance my home to focus on paying off debt?
18% of people found this answer helpful

Most companies will only allow an 80% loan to value on a refinance, or will increase your interest rate if the loan to value exceeds 80%. You will likely not be able to "cash out" more than about $28K.

I would ask a few questions before refinancing:

  1. How will this affect my cash flow? Will I end up increasing my loan servicing expenses? Can I afford this increase?
  2. Am I reducing my interest rate of my loans (is the 3.25% loan less than the interest rate of my other debt)?
  3. Do my loans that I am looking to pay off carry any special provisions that I can take advantage of (perhaps you maybe eligible for loan forgiveness on the grad loans depending on the loan type)?
January 2017
    Personal Finance, Investing, Life Insurance
What are the benefits of investing in a whole life insurance policy?
14% of people found this answer helpful
February 2017
    Personal Finance, Asset Allocation
Should I diversify between different financial institutions?
9% of people found this answer helpful
January 2017