Mari Adam, President of Adam Financial, Inc, has been practicing as a Certified Financial Planner professional (CFP®) for almost twenty years. She is a Chartered Retirement Planning Counselor, and has been an active participant in the financial planning industry, serving as President and Director of the South Florida chapter of the Financial Planning Association from 1992-2001 and again from 2005 to present.
Mari has been a guest author, commentator and speaker for a wide range of corporations, professional groups and publications such as Business Week, CBS MarketWatch, Wall Street Journal, Kiplinger’s Personal Finance, Redbook, Newsweek, Bloomberg Wealth Manager, Money Magazine, SmartMoney, the Miami Herald, the Fort Lauderdale Sun-Sentinel, U.S. News & World Report, and the Baltimore Sun.
Before founding Adam Financial Associates, Inc., Mari managed over $80 million in trust and investment relationships with First Union National Bank (now Wells Fargo) in Fort Lauderdale, Florida. Prior to that, she oversaw high net-worth trust and investment accounts for First Virginia Banks (now BB&T) and served as Portfolio Administrator for a leading wealth management firm in Washington D.C. She began her career with the United States Department of State, completing several overseas and domestic assignments, including Special Assistant to the Director of the U.S. Information Agency.
She holds a B.A. from Claremont McKenna College in California, an M.B.A. specializing in International Finance from George Washington University in Washington D.C., and continued her post-graduate studies in international relations at the Institut d’Etudes Politiques in Paris. She is a graduate of the College for Financial Planning in Denver, CO and is a licensed Life and Health Insurance Agent in the state of Florida.
Mari lives in Boca Raton with her two college-age children. Her particular interest is helping women address their special financial and retirement needs. She frequently participates in pro bono activities designed to increase financial literacy among American consumers, and is Chairman of the Advisory Board of the Berger Institute for Work, Family, and Children at Claremont McKenna College in Claremont, California.