Adam has always had a passion for finance. He knows not everyone shares that passion so he follows a process that tailors a plan to an individual’s wants and needs to get the information they need in a way that suits them. The financial planning process begins with an initial meeting to clearly define what is important to each client. After specific goals are agreed upon, Adam and his team develop customized financial planning strategies to address each objective. Through the implementation of independent recommendations, Adam ensures his clients stay on track with their financial plans.
Adam graduated from the University of Rhode Island with a focus in Finance and Economics. He holds the FINRA series 7, and 66 registrations through Pinnacle Investments, LLC as well as insurance licenses.
Check the background of this investment professional on FINRA’s BrokerCheck.