40 Under 40: Adam Kazinec
Mazel Tov to Adam Kazinec for being named to Jewish Atlanta's 40 Under 40.
Few people have seen their engagements in charitable work come back to benefit them personally – but Adam Kazinec and his wife were two of them.
Kazinec’s first involvement with the Jewish Fertility Foundation came at the very beginning, where he heard their Request for Proposal as a board member of the Jewish Federation of Greater Atlanta, and voted yes, helping fund the organization.
“Fast forward to 2019/2020, my wife and I were struggling to start our family and reconnected with JFF now that they had grown and expanded beyond just Atlanta.”
From his first involvement with Federation in their Young Leadership Division, to his current roles as board member at incoming treasurer Jewish Fertility Foundation and as the MJCCA’s Erwin Zaban Leadership Dev. Program co-chair.
“By day I tell people whether they can afford to stop working — and then make sure the answer stays yes. I’m a Sr. Wealth Manager and Managing Partner at Convergent Financial Partners, and I live by one line with clients: “when you’ve had enough, I tell you if you have enough.”
One of Kazinec’s most significant recent accomplishments is the development and launch of ALIGN (Assessment for Lifetime Income and Goal Navigation), an interactive digital assessment he created to help clients identify their retirement income preferences, comfort with risk, and long-term goals. He is a qualifying member of the Million Dollar Round Table’s Court of the Table and has qualified for Cetera’s Circle of Excellence, recognizing him among the top 200 independent advisors nationwide. According to his nominator, Kazinec has built his practice around a simple idea: financial strategies should fit the individual person and family they are designed to serve. This may have also led to his YouTube channel, Kaz’ Corner, covering the financial education schools skip.
He shares his passions with his family.
“My wife, Brittany, directs PJ Library at the Jewish Federation. When I’m not playing sports with our son, Jack, I’m a natural connector and always up for coffee, especially with fellow Dawgs, fellow food people, or anyone thinking hard about what’s next.”