Adam M. Kleinfelter,  CFP<sup>&reg;</sup> - Financial Advisor

Adam M. Kleinfelter, CFP®

Ronald Blue Trust

9 Halton Green Way
Greenville, SC 29607
FINANCIAL ADVISOR'S WEBSITE
(800) 588-7526
(864) 233-7405
CONNECT WITH Adam
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General

Adam Kleinfelter is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Ronald Blue Trust in Greenville, SC and the surrounding communities.

Financial Advisor Overview

Adam graduated from Clemson University with a degree in financial management. His prior work experience includes John Hancock Financial Services, Vanguard, and DeHollander and Janse Financial Group. His job at PlanFIRST ? is to work directly with clients to help implement their financial planning decisions. Adam and his wife, Brooke, attend Grace Church, where they are members of the downtown service team. In their spare time, they enjoy surfing, hiking, and boating.

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Mutual Funds, Insurance, Retirement, Sudden Wealth

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Helpful Financial Planning Resources