Adam has spent his entire career in the financial services industry starting in the back office before moving into investment management. After spending four years pursuing both the Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP®) designations, he transitioned into working with clients of his own.
While most people think only of investments and retirement when they hear the word “financial planning”, Adam helps his clients focus on life’s transitions; preparing for them before they arrive, and navigating them once they do. With this perspective in mind, Adam works mostly with Gen X and Y clients helping them to manage their savings and cash flow as they buy their first house, plan for college expenses, or start their own businesses. He also has extensive experience navigating the complexities of stock options and equity compensation that young executives often face.
The most rewarding part of his job is being able to educate and enable clients to feel confident making decisions and taking action to pursue their financial goals.