Mari B. Adam,  CFP<sup>&reg;</sup> - Financial Advisor

Mari B. Adam, CFP®

MBA, CRPC®

President

Adam Financial Associates, Inc.

2500 N. Military Trail, Suite 306
Boca Raton, FL 33431
FINANCIAL ADVISOR'S WEBSITE
(561) 417-0001 CONNECT WITH Mari
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General

Mari Adam is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Adam Financial Associates, Inc. in Boca Raton, FL and the surrounding communities.

Financial Advisor Overview

We know that managing your finances isn't as simple as it used to be. It's hard to know where to invest and easy to make expensive mistakes. That's why we provide financial planning and investment advisory services to individuals on a fee-only basis. Adam Financial Associates means personal attention, informed and unbiased advice and no sales pressure. We have years of experience helping clients with the full range of their financial and investment needs, investment management; retirement, tax and insurance planning; college savings and planning for women. Call us for a free, no-obligation consultation.

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Financial Advisor Experience

I have been serving clients in the personal financial planning field since 1989.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Chartered Retirement Planning Counselor

Insurance Licenses

  • Life insurance: Florida
  • Health/disability insurance: Florida
  • Fixed annuities: Florida
  • Variable annuities: Florida

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Mutual Funds, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth, Nontraditional Households, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources