Adrian Neutz is a Financial Planning Analyst at Atlas Fiduciary Financial, LLC. He works closely with the advisors by assisting in the preparation and development of financial plans for clients, as well as providing support in other various areas throughout the financial planning firm. Adrian is genuinely thrilled for the opportunity to help clients by providing meaningful unbiased advice and guidance as a fiduciary and trusted representative while operating with the utmost integrity.
Adrian is a recent graduate from the Muma College of Business at the University of South Florida in Tampa receiving his bachelor’s degree in Personal Financial Planning. Adrian became actively involved within the Financial Planning Association of Tampa Bay Student Chapter at the University of South Florida where he served as the Chapter Relations Director & Treasurer. His involvement provided the opportunity to meet with various financial planning professionals, alumni, and other local organizations to gain a deeper understanding of the financial planning industry and its needs. Adrian is currently studying for the Certified Financial Planner (CFP®) designation.
Prior to joining Atlas Fiduciary Financial, Adrian spent the previous 6 years in the insurance industry with The Hartford Insurance Group. During his six-year career at The Hartford, Adrian served as a top-performing individual contributor, interim-supervisor, subject matter expert, committee leader, employee resource group leader, and an Auto Subrogation Arbitrator. He was eagerly involved in and led various training and onboarding, process improvement, project management, employee engagement, and cross-organizational collaboration. Before joining The Hartford, Adrian served in the United States Navy as a Naval Aviation Rescue Swimmer. This experience provided Adrian with the ability to adapt and remain composed while making prudent decisions during challenging times.
Outside of the office, Adrian enjoys spending time with family, friends, and his puppy. He is an active participant in Sarasota & Tampa Club Sports by participating in their competitive kickball leagues and tournaments.