Alex Aderman - CFP®, ChFC®, CLU® in

Alex Aderman - CFP®, ChFC®, CLU®

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Senior Partner + Advisor at Madan+
📍 Madison, Wisconsin, United States

Alex Aderman is a Senior Partner and Advisor at Madan+, holding CFP®, ChFC®, and Certified Exit Planning Advisor (CEPA®) designations. A graduate of the University of Wisconsin-Madison, he specializes in creating straightforward solutions for complex financial challenges, particularly for business owners preparing for an exit.

Based in Wisconsin, Alex is married with a young daughter. He and his family enjoy traveling, exploring new restaurants, and spending time together outdoors. He values creating an environment of trust and support in all his relationships, both professional and personal.

His approach to financial services is deeply influenced by his upbringing as the only child of two clergy members, which instilled in him a mission to be an influence for good.

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Experience
13 Years
Current Role
Senior Partner + Advisor
Location
Madison, Wisconsin, United States
Personality Overview

How Alex shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Alex cares about

Business Exit Planning
As a Certified Exit Planning Advisor (CEPA®), he helps business owners plan for their life outside the business while building significant value within it.
Advisor Collaboration
He speaks at industry events like the Madan+ Masterclass and believes advisors improve by sharing their "secret sauce" with each other.
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Career

Work history

4-2022
Senior Partner + Advisor
Madan+
3-2020 - 4-2022
Senior Development Manager
New York Life Insurance Company
8-2018 - 4-2022
Development Manager
New York Life Insurance Company
8-2017 - 3-2020
Senior Associate
New York Life Insurance Company
9-2015 - 3-2020
Sales Development Manager
New York Life Insurance Company
In the press

Media appearances

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Education
2005 - 2010
Bachelor of Arts - BA
University of Wisconsin-Madison
2001 - 2005
Education details unavailable
Arrowhead High School
Social presence
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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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