Basic Information
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Company
Armstrong & Sinoff Financial / OnePoint BFG Wealth Partners -
Website
https://www.onepointbfg.com/armstrong-and-sinoff -
What is your "why"? Why do you do what you do?
I love helping people discover a mental permission slip to learn how to spend joyfully in the most tax-efficient way, and create a legacy impact for their loved ones and causes that are important to them. -
Unique Selling Proposition
Financial planning for affluent / high net worth people who are all set and satisfied with their current financial advisor. We identify gaps and blind spots that people didn't know they had in their current financial plan. Our 3 differentiators clients tell us we deliver include:
1) Tax efficient planning for retirement income distribution
2) Thought partnership with credentialed expertise that puts at the center of our clients' financial lives
3) Unparalleled concierge service experience -
About me
I'm a Partner and Private Wealth Advisor with Armstrong & Sinoff Financial / OnePoint BFG Wealth Partners located in Winter Park, Florida. My focus is primarily on serving those in the high-net-worth retirement market, who truly benefit from our expertise and guidance.
As a second-generation Florida native, I was born and raised in Jacksonville by professional parents who instilled in me the foundational values of family, education, and unconditional love. Both are proud UF alumni, and their influence inspired me to pursue my own academic journey at the University of Florida, where I earned a bachelor’s degree in accounting as well as an MBA in Finance—Go Gators!
My professional path began in the corporate finance world, where I spent 23 years, including 14 memorable years at Disney. Later, I transitioned into executive roles within Private Equity M&A. Ultimately, I sought a career change that would give me the opportunity to help families, leveraging my financial background while enjoying greater professional independence.
On a personal note, I have been married since 2006 to my incredible wife, who is a Disney marketing executive and a fellow UF alum. Together, we are blessed with two wonderful children, Claire and Ben. -
Profession
Financial Planning -
Title
Partner and Private Wealth Advisor -
Hobbies and interest
When not working, I love supporting our kids' passions for competitive basketball, tennis and art. I also volunteer at our kids' school (Windermere Prep), and my beloved alma mater, the University of Florida. We enjoy attending games and cheering for our Florida Gators and Orlando Magic.
Contact Information
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City / Town
Winter Park -
State
Florida -
Zip
32789 -
Country
United States -
Special offers to the group
Initial second opinion consultation without charging a fee -
Facebook Business Page URL
https://www.facebook.com/adampsinoff -
LinkedIn Profile
http://linkedin.com/in/adam-sinoff-207a276
Education
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College / University
University of Florida -
Graduation Year
1993