Overview
- Personal, Estate, and Business Succession Financial Planning
- Comprehensive Retirement and Financial Planning for Individuals and Families
- Strategic Portfolio Design and Investment Management
- Insurance Planning for Estate and Business Transition Liabilities
- Retirement Services Planning for Small and Emerging Businesses
Education
Adam graduated from Bryant University in Smithfield, Rhode Island with a Bachelor of Science in Business Management degree, is a CERTIFIED FINANCIAL PLANNER® practitioner, holds a Life, Health, and Annuities license (Florida)
In the community
Adam is a member of the Financial Planning Association (FPA), and the Estate Planning Council of Naples.