About
Adam
Adam provides comprehensive financial planning and investment management support to individuals, families, corporate executives, and young professionals. He assists clients in many aspects of their financial lives, including asset allocation decisions, estate, tax, retirement, and cash flow planning.
Prior to joining Focus in 2021, Adam was a manager at myCIO Wealth Partners LLC in Philadelphia and has held various tax accountant positions with Susquehanna International Group LLP and Baker Tilly Virchow Krause LLP.
Outside of the office, Adam enjoys spending time with his wife and two children at the beach and around the south shore of Boston.
Education and Professional Milestones:
* Pennsylvania State University - Bachelor's degree.
* Pennsylvania State University - Master’s degree in accounting
* Obtained the Certified Public Accountant (CPA) license in 2012 and Certified Financial Planner® (CFP®) designation in 2018.
Adam provides comprehensive financial planning and investment management support to individuals, families, corporate executives, and young professionals. He assists clients in many aspects of their financial lives, including asset allocation decisions, estate, tax, retirement, and cash flow planning.
Prior to joining Focus in 2021, Adam was a manager at myCIO Wealth Partners LLC in Philadelphia and has held various tax accountant positions with Susquehanna International Group LLP and Baker Tilly Virchow Krause LLP.
Outside of the office, Adam enjoys spending time with his wife and two children at the beach and around the south shore of Boston.
Education and Professional Milestones:
* Pennsylvania State University - Bachelor's degree.
* Pennsylvania State University - Master’s degree in accounting
* Obtained the Certified Public Accountant (CPA) license in 2012 and Certified Financial Planner® (CFP®) designation in 2018.