Exit Planning Institute - Find a CEPA

Meet Adam Sendzischew:

Adam D. Sendzischew is a Principal of Jones Lowry specializing in advanced life insurance strategies. Adam applies a global perspective and our values-driven approach to help integrate all aspects of his clients’ wealth planning. For almost a decade, Adam has worked with high net worth clients and their professional advisors to provide value-added planning solutions. Adam was named one of the Forbes Shook 2021 Top Financial Security Professionals. Adam’s areas of expertise include advising ultra-high net-worth families, both domestic and international, and their professional advisors on wealth transfer strategies, using innovative life insurance concepts as well as offshore Private Placement Life Insurance and Annuity products to solve the unique needs of ultra-high-net-worth individuals and families.Adam graduated in the top 2% of his class at the University of Miami with a Bachelor’s degree in Finance and Law before earning both an MBA in Finance and OperationsManagement. He is a Certified Financial PlannerTM(CFP®), a Chartered Life Underwriter (CLU®), an Accredited Wealth Management Advisor (AWMA®), and an Accredited Asset Management Specialist Advisor (AAMS®). He received his Project Management Professional (PMP®) designation from the Project Management Institute and holds the prestigious international planning designation (TEP) from the Society of Trust and Estate Professionals. He sits on the boards of Miami’s Citizen’s Board, The Florida Foster Care Review Board, and the Estate Planning Council of Greater Miami.

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Meet Adam Sendzischew:

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