Adam Stalcup,
CFA®: , CFP®, CEPA® Chief Operations Officer Financial Advisor, RJFSWhy I got into the business:
I entered the financial planning profession because I felt drawn to help families gain clarity and confidence in their long-term decisions. With an academic background in financial planning and a personal fascination with investing and wealth strategy, this career felt like a natural calling.
Why prospects choose to work with me:
The value of my relationships with clients springs from the way I help create clarity for their important life decisions.
Using the knowledge and skills developed through my CFP®, CFA, and CEPA credentials, I work with clients to keep them informed and provide accountability and guidance as they implement and evaluate their financial choices.
Why clients stay with me:
Clients remain with me because I offer steady, intentional guidance and clear communication, built out of a long-term understanding of their family’s specific needs and desires. I take pride in being thoughtful, prepared, and consistent, especially when the markets feel anything but. My goal is always to create a planning experience grounded in trust, transparency, and a deep care for the items that my clients care about most.
What sets me apart:
I’ve lived in the Lynchburg, Virginia area for about 15 years. I’m a native of Kansas City, Missouri (go Chiefs!), and spent some time in Southwest Michigan as well. I have a wonderful wife, Christi, and four beautiful children. I enjoy Brazilian Jiu Jitsu and grappling, watching football, and being active with my wife and kids.
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.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA®” and “Certified Investment Management Analyst℠.” Use of CIMA® and/or Certified Investment Management Analyst℠ signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.
