Speaker Details

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Mari Adam

President and Founder

Adam Financial Associates


Mari Adam has been practicing as a professional CFP for over 20 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.