Adam Waitzman, CLU®
Login to view DISC.Private Wealth Advisor at Heritage Planning Partners
📍 Greater Chicago Area, United States
Adam Waitzman is a Partner and Private Wealth Advisor at Heritage Planning Partners, which he co-founded. He specializes in financial planning for physicians and dentists. Recognized multiple times by Forbes, he holds a CLU® designation and earned his Finance and Entrepreneurship degree from the University of Illinois Chicago.
Read the full overview →Experience
23 Years
Current Role
Private Wealth Advisor
Location
Greater Chicago Area, United States
Personality Overview
How Adam shows up
Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
Priorities
Topics Adam cares about
Medical Financial Planning
He has built a nationwide practice focused on the unique financial needs of physicians and dentists and has presented on the topic to other advisors.
Family Life
Lives in the Chicago suburbs with his high school sweetheart and their three children. He enjoys coaching his son's baseball team and his daughter's softball team.
Career
Work history
1-2017
Private Wealth Advisor
Heritage Planning Partners
2002
Wealth Management Advisor
Heritage Planning Partners
Wealth Management Advisor
Heritage Planning Partners
In the press
Media appearances
Heritage Planning Partners - Team | Chicago, IL. Featured in Heritage Planning Partners (Northwestern Mutual)
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Heritage Planning Partners' Adam Waitzman Recognized As Leading National Advisor by Northwestern Mutual. Featured in Daily Herald
+1 more appearances
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Education
Bachelor's
University of Illinois at Chicago
Social presence
Behavioral profile
DISC profile (public)
DISC behavioral profile
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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