Adam “Kaz” Kazinec is a second-generation financial advisor and co-founder of Convergent Financial Partners. With 17 years of experience and advanced designations including ChFC®, CLU®, and RICP®, he helps mid-career professionals and pre-retirees turn complex financial decisions—equity comp, tax strategy, and retirement income—into clear, confident action.

Adam “Kaz” Kazinec is a second-generation financial advisor and co-founder of Convergent Financial Partners. With 17 years of experience and advanced designations including ChFC®, CLU®, and RICP®, he helps mid-career professionals and pre-retirees turn complex financial decisions—equity comp, tax strategy, and retirement income—into clear, confident action.

Kaz cuts through noise with straight talk, modern planning tech, and a relationship-driven approach that keeps clients focused on navigating life, not spreadsheets. He also hosts Kaz’s Korner, where he breaks down wealth, work, and real-life decision-making with honesty and edge.