About My Practice
We know that managing your finances isn't as simple as it used to be. It's hard to know where to invest and easy to make expensive mistakes. That's why we provide financial planning and investment advisory services to individuals on a fee-only basis. Adam Financial Associates means personal attention, informed and unbiased advice and no sales pressure. We have years of experience helping clients with the full range of their financial and investment needs, investment management; retirement, tax and insurance planning; college savings and planning for women. Call us for a free, no-obligation consultation.
I have been serving clients in the personal financial planning field since 1989.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Life insurance: Florida, Health/disability insurance: Florida, Fixed annuities: Florida, Variable annuities: Florida
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Other - Chartered Retirement Planning Counselor
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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