Adam Stalcup,
CFA®: , CFP® 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:
Prospective clients often come to me because of my CFA® and CFP® credentials, but the value of our relationship springs from the way I help create clarity for their important life decisions.
I work with clients to keep them informed about the choices they need to make and provide accountability and guidance as they implement and evaluate those choices over time.
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 have a beautiful family with my wife, Christi, and our four wonderful children. Because I have a family background and a strong skill set with teaching and industry knowledge, my approach is apart from the blend of high-level investment expertise and a personable, education-focused style. I enjoy teaching, simplifying, and bringing structure to the financial decisions that matter most to families.
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.
