Adam J. Funk,  CFP<sup>&reg;</sup> - Financial Advisor

Adam J. Funk, CFP®

Savings Coach

1397 Trevino Dr
Troy, MI 48085
FINANCIAL ADVISOR'S WEBSITE
(248) 246-1580

General

Adam Funk is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Savings Coach in Troy, MI and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Registered Tax Return Preparer (RTRP)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Property/casualty

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Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Buying a Home, Career Change, Investment Management, Getting Married, Job Loss, Real Estate, Insurance, Startup, Starting a Family, Special Needs, Personal Taxes

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