Fulcrum Partners, a OneDigital Company Announces Adam Monson as a Catalyst Leader

Fulcrum Partners, a OneDigital Company Announces Adam Monson as a Catalyst Leader

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Atlanta, GA – (May 17, 2022) Fulcrum Partners, a OneDigital Company has announced the selection of Adam Monson as one of the organization’s Catalyst Leaders. Adam is a Vice President – Nonqualified Retirement and is based in the company’s Irvine, California office. A dynamic and energized young leader, Adam is the third of five Fulcrum Partners team members to be recognized by the organization as a 2022 Catalyst Leader.

Managing Director Mike Powers said, “At Fulcrum Partners, we’re recognizing exemplary young team members who are helping to shape the future of executive benefits and deferred compensation as a service profession. We are proud to announce Adam Monson, along with Vice Presidents – Retirement Kenny DePaola and Christine Scott, as three of our five Catalyst Leaders for 2022.”

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Adam Monson, Vice President – Retirement
Fulcrum Partners, a OneDigital Company

“I am passionate about helping working Americans improve their partnership with Uncle Sam as retirement plan participants in deferred compensation plans,” said Adam. “Individually and collectively, we are committed to doing well by doing good, and it is rewarding to be part of a team that is obsessed with creating successful outcomes for our clients, their employees and their shareholders,”

Adam joined Fulcrum Partners in 2016. He holds Series 6 and 63 Securities Licenses, a California Department of Insurance Life and Health License and a Bachelor of Science in Business Administration, Finance and Entrepreneurship from The George L. Argyros School of Business and Economics, Chapman University.

Dedicated to leadership through service, Adam has been a volunteer with Big Brother Big Sisters since 2016, was a 2021 Big Bro of the Year Nominee, has been an Orange County Young Professionals Board Member at Junior Achievement since 2019, and has served on the Alumni Board of Directors for his alma mater, Chapman University from 2018 to 2021. He now serves on the Chapman50, a select group of Chapman University alumni dedicated to creating a culture of community, mentorship and support.

Learn more about Adam Monson and other executive benefits specialists at Fulcrum Partners, a OneDigital Company (fulcrumpartnersllc.com/team/). To find out more about how organizations and executives can benefit from the use of nonqualified deferred compensation (NQDC) plans, follow Deferred Compensation News.

This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, accounting, legal or tax advice. Any tax advice contained herein is of a general nature. You should seek specific advice from your tax professional before pursuing any idea contemplated herein.

Securities offered through Lion Street Financial, LLC (LSF) and Valmark Securities, Inc. (VSI), each a member of FINRA and SIPC. Investment advisory services offered through Lion Street Advisors, LLC (LSA) and Valmark Advisers, Inc. (VAI), each an SEC registered investment advisor. Please refer to your investment advisory agreement and the Form ADV disclosures provided to you for more information. VAI/VSI and LSF/LSA are non-affiliated entities and separate entities from OneDigital and Fulcrum Partners.

Unless otherwise noted, VAI/VSI, LSF/LSA are not affiliated, associated, authorized, endorsed by, or in any way officially connected with any other company, agency or government agency identified or referenced in this document.

Lion Street Advisors // Lion Street Financial

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