The Monteverde Group, LLC

CONNECT

Address:

Three Gateway Center, Suite 2300
Pittsburgh, PA 15222

Phone:

412.391.0419

Fax/Other:

412.391.0338

Adri Bleier

Vice President Financial Planning

Adri J. Bleier joined The Monteverde Group, LLC as a Vice President of Financial Planning to compliment the Wealth Management services, as well as service both individual and corporate clients in Wealth Transfer, Estate Planning and Retirement Planning strategies.  Adri's experience in the insurance and financial services industry enables him to provide customized insurance and risk management solution for a wide range of businesses, organizations and individuals.  He is responsible for the analysis, design, marketing and servicing of these strategies for our ultra private personal and commercial clients.

Prior to joining The Monteverde Group, Adri owned and operated two independent companies focusing on the financial services industry.  He is a managing member of Bleier Insurance Group, which concentrates on fiduciary suitability insurance for ERISA pension plans.  In addition, he is the former president of Bleier Capital, a private wealth management company.  As a means of educating the public, Adri has hosted several financial talk shows on ESPN and other prominenet radio stations.

Phone 412-391-0419
Fax 412-391-0338
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck