History
Adam Berlin is the founder and President of Sunwealth Management. Adam began his professional career in wealth management in 1996 at Morgan Stanley, where he spent three years as a Vice President-Financial Advisor in the Penn Plaza office.
Specialties
Sunwealth Management is an independent financial services company dedicated to deliver holistic, unbiased, and trustworthy financial advice without the myriad of conflicts that are so common throughout the financial services industry.