Adam Financial Associates, Inc. of Boca Raton, Florida is pleased to announce that the College of Financial Planning has granted our colleague Brad Goldstein the Financial Paraplanner Qualified Professional™ (FPQP™) designation.
More about the Financial Paraplanner Qualified Professional™ Designation
The Financial Paraplanner Qualified Professional™ is a key player on the financial planning team, with demonstrated competence in gathering, reviewing and analyzing clients’ financial information and constructing personal financial statements to give clients a comprehensive picture of their financial well-being.
Individuals who hold the FPQP™ designation have completed a course of study encompassing the financial planning process, the five disciplines of financial planning and general financial planning concepts, terminology and product categories. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations. All designees have agreed to adhere to the Standards of Professional Conduct and are subject to a disciplinary process. Designees renew their designation every two years by completing 16 hours of continuing education, reaffirming adherence to the Standards of Professional Conduct and complying with self-disclosure requirements.
More about Brad
Brad has over 15 years’ experience in financial services, with a focus on managing back office/operations departments for advisory firms, like ours, serving affluent clients. He has a knack for building relationships with clients and vendors, and continually finds ways to improve processes and make the business more efficient.
Brad was born and raised in Indianapolis, IN. After attending American University in Washington, DC and earning his BS in Business Administration with a concentration in Finance, Brad lived in Chicago and Orlando before moving with his wife to South Florida to be closer to her family.
As a father of three small children (6, 4, and 2) and two golden retrievers, there isn’t much free time, but he enjoys spending what time he has at home. He loves traveling, which these days usually means Disney. At least once a month you can find them somewhere in Orlando either at the Parks, or visiting family and friends.
The College for Financial Planning, grantor of the Financial Paraplanner Qualified Professional™ (FPQP™) designation, has been the premier provider of financial planning education in the United States for the last 40 years. The College is accredited by the Higher Learning Commission and is a member of the North Central Association.
More about Adam Financial Associates, Inc.
Adam Financial Associates, Inc., based in Boca Raton, Florida, has been serving clients in Florida and across the country for almost twenty-five years. Our firm specializes in providing customized, on-target financial planning and wealth management services to individuals wanting to build a better and more secure financial future. Many of our clients are women, couples, and people who want to enjoy a confident, fulfilling retirement.
Our experienced and credentialed team can help educate you on all the options, so you can confidently make important financial decisions and chart your path for a rewarding financial future. The firm is a fiduciary, registered with the Securities and Exchange Commission (SEC) as a Registered Investment Advisor (RIA). We provide financial planning and portfolio management services on a fee-only basis, so our advice is unbiased and never colored by investment commissions or conflicts of interest.
Our concierge-level service and comprehensive advice is backed by years of training, education, and professional leadership. Our team members never stop learning so we can stay on top of cutting-edge wealth management insights, education, and solutions and bring you the best possible service.
Please take a moment to congratulate Brad next time you call the office. He looks forward to helping you with all your financial needs!