adam-d-goetz

Adam Goetz

Financial Advisor

CLU®, RICP®

Professional Story

Insurance Strategies, Investment Strategies (Reg. Reps Only), Business Owners

English

Adam D. Goetz, resident of Wexford, PA has been in the financial services industry since 2000. Adam is a graduate of Clemson University with a Bachelor of Science in Financial Management and has obtained the designations of CLU® (Chartered Life Underwriter) and RICP® (Retirement Income Certified Professional) and serves as a Registered Investment Advisor.  As someone that was fascinated with the investment world from a young age, Adam is passionate about translating a complex financial world to clients and assisting them to take action.

Adam continues to enjoy a strong relationship with MassMutual, but was excited to expand his practice and partner with long term, successful Pittsburgh representative, David Burstin. Committed to superior client service with a focus on strategic insurance and investment planning, Burstin & Goetz was formally established in 2019.

Adam currently serves as immediate Past President of the national MassMutual Advisors Association (the first from Pittsburgh in the 130+ year history of the organization), Trustee of the Phi Kappa Tau Foundation, a Board Member and Past President of the Financial Industries Network, Board Member of the Pittsburgh Chapter of RMA, past President of Vectors Pittsburgh, past President of the Green Tree Rotary Club, member of the Pittsburgh Chapter of the National Association of Insurance and Financial Advisors and as Scoutmaster in Boy Scout Troop 935 of Franklin Park, Pa.

In addition to professional endeavors, Adam and his wife Jill are very active keeping up with their 4 school age children.

CRN202501-1650037

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Burstin & Goetz

Six PPG Place, Suite 1150 Pittsburgh, PA 15222
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