Here’s what the first class of Certified Financial Planners (CFPs) looked like in 1973. Check out the wide ties and plaid jackets! It’s got “That 70’s Show” written all over it. Here’s another way to tell it’s the 70’s: there are only 2 female faces among the 42 newly licensed CFPs. (That’s less than 5%; […]

Breaking The Ceiling: Women Financial Advisors Network In Miami
We had a fabulous time last Thursday night down in Miami. Our hostesses Sheetal Brown and Amy Lynch of FIDELITY CLEARING & CUSTODY SOLUTIONS® and Elizabeth Bucklee of Blackrock sponsored their annual women’s financial networking event at the Epic Hotel. This is the fifth consecutive event. Sometimes we see familiar friends and faces joining us […]

Paving The Way For More Women In Financial Careers
Thanks to the CFA Society of South Florida for inviting Mari to participate in the February 6 panel on “Women in Finance” at the Huizenga School of Business at Nova Southeastern University. The event was open to CFAs (Chartered Financial Analysts), students and professionals exploring career changes. It was a great opportunity to spread the […]

High Anxiety: Preparing For The CFP® Exam
I took the CFP® exam so many years ago I scarcely remember it, but the hours of study, and the discipline needed to master chapter after chapter, all came back to me when I read a column by a current CFP® candidate who wrote about failing the exam her first time around. “Studying for the […]
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.
Have A Financial Question?
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Reduced RMDs Coming Your Way … But Not Until 2022 November 18, 2020
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Just How Much Will That Luxury Home Cost You? March 10, 2021
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Quote Of The Week: “The Housing Market Is On A Tear” April 8, 2021
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Ready For Retirement? Check Out Our Tips In Business Insider April 13, 2021
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Mari Shares Money Tips With Claremont McKenna College Students April 13, 2021
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Quote Of The Week: U.S. Households Ready To Spend April 12, 2021
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Adam Financial Associates, Inc.
Crystal Corporate Center .
2500 N. Military Trail, Suite 306
Boca Raton, FL 33431
561-417-0001
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