Congratulations to our colleague Anthony LaBrake, CFP®, who just received news that he successfully passed the CFA® Level 1 Exam. That’s the first of three exams required to obtain the Chartered Financial Analyst® designation, regarded as one of the most prestigious and rigorous investment management credentials. The CFA Institute, which oversees the curriculum and testing […]
Congratulations to Anthony LaBrake, CFP® on his recent promotion to Client Advisor. Anthony was born and raised in the suburbs of Philadelphia. He attended the University of Miami and graduated with a Bachelor of Arts in economics with minors in business administration and entrepreneurship. Anthony has always had a strong interest in the financial markets, as well as […]
You may not always think of South Florida and ice hockey in the same breath, but Associate Client Advisor Anthony LaBrake, CFP® shows that, despite the palm trees and sandy beaches, many diehard hockey fans now call South Florida home. Anthony has been playing the game since he was 7 and continues to play today on […]
Please welcome two new team members who recently joined the firm! Nadia and Anthony look forward to meeting all of you, so please take a moment to say hello next time you call. Client Services Associate Nadia Rullo earned her B.A. from Florida International University, where she majored in Business Administration and Finance. Nadia was born […]
About Mari Adam, CFP®
Mari Adam, Certified Financial Planner™ and President of Adam Financial Associates Inc, has been helping individuals and families chart their financial futures for twenty five years. Mari has appeared in publications such as Business Week, CBS MarketWatch, Wall Street Journal, Kiplinger’s, Newsweek, and Money Magazine.
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Adam Financial Associates, Inc.
Crystal Corporate Center .
2500 N. Military Trail, Suite 306
Boca Raton, FL 33431