Cepa® Adam Quarello

Adam Quarello, CEPA® is an accomplished financial professional who serves as a Wealth Advisor to Founders at Oppenheimer & Co. Inc. His expertise lies in solving challenges for business owners before, during, and after they sell their companies.234

Professional Achievements

Adam has gained recognition in the financial industry, as evidenced by his inclusion in the Forbes Top Next-Gen Wealth Advisor Best-In-State for New Jersey in 2024.1 This accolade highlights his skill and dedication in providing exceptional wealth management services to his clients.

Areas of Expertise

Adam specializes in several key areas:

1. Business Succession Planning: He helps business owners develop strategies for ensuring their company's legacy continues beyond their involvement.6

2. Generational Wealth Management: Adam addresses common misconceptions about building and maintaining generational wealth.3

3. Market Strategy: He provides insights and guidance on market trends and investment strategies.4

4. Financial Education: Adam emphasizes the importance of teaching children about money and financial literacy.5

Professional Approach

As a Certified Exit Planning Advisor (CEPA®), Adam takes a comprehensive approach to wealth management. He focuses on assisting founders and business owners throughout the entire lifecycle of their businesses, from growth and development to eventual exit strategies.234

Adam also appears to be active in sharing financial insights and advice through his LinkedIn profile, regularly posting about various aspects of wealth management, market trends, and business strategies.123456