For more than 20 years, Adam has provided clients with carefully considered financial guidance in the management of their wealth. He specializes in financial planning, federal income tax planning and estate planning. Adam attended the University of South Florida where he earned a bachelor's degree in finance and accounting and his MBA. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds Series 7 and 63 securities licenses, as well as Florida life and variable annuity licenses.
Adam is a native Floridian and life-long Florida resident.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.