Mari Adam

President and Founder,

Adam Financial Associates

  • President and Founder of Adam Financial Associates
  • President and Director of the South Florida Chapter of the Financial Planning Association
  • Chartered Retirement Planning Counselor

About Mari

Mari Adam has been practicing as a professional CFP for almost 30 years. She is president and founder of Adams Financial Associates, an independent SEC-registered Investment Adviser (RIA) providing fee-only investment advisory and financial planning services based in Boca Raton, Floriday. The firm specializes in working with women, couples, and people who want to enjoy a confident, fulfilling retirment.

Mari's Videos

Women typically live longer than men, which means they face more years in retirement and will need a bigger nest egg to last their longer lifetimes. Yet women still tend to earn less than men and are more likely to have career gaps when they've earned little or nothing as a result of taking time out of the workforce or working part-time or on a slower career track to raise children or care for aging parents. This panel will outline the steps you need to take to overcome these challenges and make sure you'll enjoy a financially comfortable lifestyle throughout your retirement.
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