Newport Beach-based financial advisor Ralph G. Adamo aims to help readers find their “financial true north” with his new book.
Ralph G. Adamo, CEO and Founder of Integrity Wealth Management based in Newport Beach, California,today announces the release of his new book “Integrity @ Work: Using the Integrity Process To Find Your Financial True North.” The book, now available for purchase on Amazon, walks readers through building a comprehensive financial plan and the role of a financial advisor in guiding that process.
Adamo is a seasoned financial services professional with nearly four decades of industry experience. He holds Chartered Financial Consultant® and Chartered Life Underwriter®credentials and a Master of Science in Financial Services from TheAmerican College. “Integrity @ Work” is a collection of the knowledge and lessons he has accumulated throughout his career, written for families and individuals striving to gain financial security, prosperity, and peace of mind through financial planning and choosing the proper guidance to help them achieve it.
“Working families and retirees have weathered crisis after crisis in recent years, and now more than ever, they realize how important it is to build and maintain a resilient financial foundation,” said Adamo. “Many know they need advice, but the problem is that all financial advice is not created equal. They need more than product recommendations and an annual birthday card in the mail. They need a planning professional who truly understands their values and life goals and is committed to providing the level of service it takes to get there.”
Beyond choosing the right financial advisor, “Integrity @ Work” establishes service standards families and individuals should expect from their advisor – and the firm as a whole – throughout the relationship and as they transition through critical stages of life. The book ends with a 25-point checklist that readers can use when selecting their first financial advisor or to evaluate the quality of service they receive from their existing financial advisor.
“I want readers to understand that they are so much more than an asset figure, and they deserve advice from a financial professional who understands that, too,” said Adamo. “They deserve a relationship and service model built on integrity. I hope this book will debunk some of the misleading sales pitches they’ve heard in the past and empower them with clarity and confidence when selecting an advisor.”
A book release celebration will be held at The Vea Hotel on September 9th from 5:30pm to 10:30pm Pacific Time, which coincides with Integrity Wealth Management’s 20th anniversary.
To learn more about “Integrity @ Work: Using the Integrity Process To Find Your Financial True North” and place your order, visit: https://a.co/d/0an1NwM
About Integrity Wealth Management: Integrity Wealth Management is a comprehensive financial services firm committed to helping families and individuals achieve long-term financial success. Headquartered in Newport Beach, California, the firm offers a comprehensive service model including investment oversight, tax reduction planning, family wealth planning, insurance planning, and collaborative services. To learn more, visit integrityiwm.com.
Ralph Adamo is registered with and securities are offered through Kovack Securities, Inc. Member FINRA/SIPC, 6451 N. Federal Highway, Suite 1201, Ft. Lauderdale, FL 33308. Tel: 954-782-4771. Investment Advisory services are offered through Kovack Advisors, Inc. Integrity Wealth Management is not affiliated with Kovack Securities, Inc. or Kovack Advisors, Inc.
