RETIREMENT, STRATEGIES

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.