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Adam Paoli, Sr. | Source | Founder & Lead Financial Strategist at Coltiva Wealth Planning Partners

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Adam Paoli, Sr.

Founder & Lead Financial Strategist at Coltiva Wealth Planning Partners
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As Lead Wealth Planner, Adam Paoli coordinates the comprehensive financial planning process for our clients. Adam partners with our clients to identify their goals and implement a series of strategies to help confidently achieve those goals.
Former Big Ten Football Player. Believer, Husband, Father, and Leader

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  • Coltiva Wealth Planning Partners YouTube Channel

    Coltiva Wealth Planning Partners was born out of a desire to provide personalized, panoramic financial planning to successful individuals and families who want to remove the anxiety behind important financial decisions. Headquartered in Elmhurst, IL. This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For additional information, please contact our Compliance department at 737-443-2582.

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  • Five Star Award Winners You Need To Know | Forbes Custom

    Five Star Professional's 2018 listing of Five Star Wealth Manager and Five Star Investment Professional award winners from cities across the U.S.

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  • Five Millennials Recognized for Excellence In Financial Services
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