Integrated Planning’s founder Adam Cmejla, CFP® named to InvestmentNews’ 2021 40 Under 40 List

June 7, 2021

InvestmentNews has recognized Adam Cmejla, CFP® as a 2021 40 Under 40 Honoree. Adam was chosen from a pool of nearly 1,000 nominees by a panel of reporters, editors and other representatives of InvestmentNews, to earn a spot on the final list of 40 talented individuals.

“Knowing the pedigree and accomplishments of past 40 Under 40 classes, it’s both humbling and exciting to be nominated,” said Adam Cmejla, CFP®, Founder of Integrated Planning & Wealth Management. “I’m grateful to everyone that’s supported me personally and professionally thus far and it’s a testament to the passion we have for the planning work we do for and with our clients nationwide.”

InvestmentNews’ 40 Under 40 project strives to award the young talent that is rarely recognized in the financial advice industry. By rewarding these honorees, InvestmentNews hopes to reveal the promising future for the industry.

“The 2021 class of 40 Under 40 honorees stood out in a remarkable year,” said George B. Moriarty, Chief Content Officer of InvestmentNews. “This diverse group represents the great things the financial advice industry will accomplish in the future.”

Adam, along with the others making the 8th annual 40 under 40 list, is highlighted in the June 7, 2021 issue of InvestmentNews and online at investmentnews.com.

To learn more about Adam Cmejla, CFP®, the other 2021 winners, awards and the luncheon please visit

www.40under40inadvice.com.

About Integrated Planning & Wealth Management

Integrated Planning & Wealth Management is a commission-free, advice-centered wealth management firm headquartered in Carmel, IN. Founded in 2011 and re-established as a Registered Investment Advisory firm in 2017, the firm specializes in helping optometrists nationwide proactively manage cash flow, reduce taxes, and invest prudently.

Integrated Planning is a fiduciary for their clients 100% of the time, which means that clients’ interest are always put first. Its comprehensive list of services includes retirement planning, tax planning, education funding strategies, estate planning, and insurance optimization. They also have experience helping optometric practice owners navigate the sale of their practice and the ensuing financial and emotional decisions that come with that transition, ultimately providing clarity and confidence that they’ve built a plan and portfolio of assets to sustain their lifestyle up to and through retirement.

About InvestmentNews

InvestmentNews is the leading source for news, analysis and information essential to the financial advisory community. Since 1998, our standard of editorial excellence and deep industry knowledge has allowed us to educate, inform and engage the most influential financial advisers. Through a weekly newspaper, website, newsletters, research, events, videos, podcasts and webcasts, InvestmentNews provides exclusive and up-to-the-minute news, as well as actionable intelligence, that empowers financial advisers to serve their clients and run their businesses more effectively whenever, however and wherever they need it.

The InvestmentNews headquarters is located in New York, with an office in Washington D.C.

InvestmentNews is part of Bonhill Group Plc.

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