Do you ever wish you could turn back the clock and do things over before it was too late? Or give your younger self some timely advice that would save you money and heartache? This is your chance to learn from experience. Please mark your calendars Thursday, March 15 (4 to 6 p.m.) for our special Wine […]
Here’s your chance to attend a special half-day of complimentary Women & Wealth expert panels addressing cutting-edge topics about women, retirement, and investing. It all takes place the morning of Thursday, February 8 at The Money Show in Orlando. We’ll be participating in the Women on Wealth panel on Bridging the Longevity Gap: Retirement Strategies for […]
Women financial advisors are still a small minority, but The Times They Are a-Changin’ in the famous words of songwriter Bob Dylan. Many successful women advisors, like us, feel that – despite the many challenges – the career is tailor-made for women, offering great flexibility and enormous personal and professional satisfaction. See our earlier article on “Why We […]
Mari Adam was part of a select group of executive women in wealth management invited to Atlanta March 4-5 to take part in the Financial Advisors Women’s Summit, hosted by United Capital Private Wealth Counseling. The Summit focused on the challenge of building the “Firm of the Future,” and addressing the professional and personal needs […]
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