There’s nothing quite so satisfying as catching up with our colleagues to share thoughts about what’s happening in the market and with our firms. Even better when the group in question is women financial advisors in South Florida. There is actually quite a concentration of us down here, and it’s always a pleasure to meet […]
Last year, a record number of women earned their CFP (Certified Financial Planner) certification, but women still make up only 23% of all CFP professionals. That number hasn’t budged in years, says Financial Planning magazine. The CFP Board is seeking to attract more women into the profession, which is one of the fastest-growing and most […]
Have things really changed for women investors over the past three decades? Absolutely, and for the better, said top women investment advisors invited to participate on our women’s panel at the September 16 Financial Planning Association event in Fort Lauderdale. Panelists included Linda Lubitz Boone, CFP®, President and Founder of the Lubitz Financial Group in Miami, Carolyn […]
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