Our Team

Adam Rehim joined the firm in May of 2022 as a Financial Paraplanner and became a Financial Advisor in September 2022 after passing his FINRA Series 66 securities registration.  Completing his B.S. in Finance and B.A. Economics at William Paterson University in 2018, Adam went on to begin his career at Ameriprise Financial where he got his start in Private Wealth Advisory.

Today, Adam operates in a key role on our Retirement Plan Solutions and Private Wealth Solutions teams. Adam works with individual clients on comprehensive financial planning, as well as, supporting the operations and sales for Retirement Plan Solutions.

Adam and his family currently reside in Passaic County.  Outside of the world of finance Adam enjoys working on cars, going to car shows, and pick-up games of basketball.