Adam McNulty, CFP
Senior Financial Advisor
3923 Grand Avenue
Oakland, CA 94610
(510) 658-1880
E-mail Adam
Adam McNulty is a Certified Financial Planner (CFP), Registered Principal, Investment Advisor Representative and Senior Financial Adviser for Liberty Group, LLC. He specializes in managing investment portfolios and retirement planning for individuals and families. Other areas of expertise include: tax minimization strategies, 1031 Tenants in Common Exchanges and annuities; estate planning and life insurance; long-term care planning and long-term care insurance; and education planning and 529 plans. He has managed investment portfolios for private clients since 1988. Mr. McNulty was a Vice President in the Private Client Group at both Lehman Brothers and Merrill Lynch. In 2001, he founded OneVision Investment Advisors, LLC, a boutique wealth management firm. He was also portfolio manager for a technology-based hedge fund. Mr. McNulty is dedicated to providing objective expert advice and high quality service, all at a reasonable price.
Mr. McNulty graduated from the University of California at Berkeley with a Bachelors of Arts Degree in Psychology and a minor in Business Administration. Mr. McNulty also holds NASD Series 7, 24 and 65 registrations as well as Life, Disability and Long Term Care Insurance licenses. In 1999, he obtained his Certified Financial Planner (CFP) designation (www.cfp.net). As one of only 51,736 CFP licensees in the US. as of 8/31/06, he has satisfied the education requirement and passed the rigorous certification examination (10 hours total) covering more than 100 integrated financial planning topics. He is subject to the CFP Board's Disciplinary Rules and Procedures and undergoes annual continuing education to remain current on planning strategies and financial trends.
Mr. McNulty is an officer of the National Association of Elder Advisors (NAEA), www.naeausa.com. NAEA is a non-profit trade association created to educated professionals who advise retirees about estate planning.
