Mari Adam, President and Founder of the firm, has been practicing as a Certified Financial Planner™ professional (CFP®) for almost thirty years. She is a Chartered Retirement Planning Counselor, an Accredited Wealth Management Advisor, and has been an active participant in the financial planning industry, serving as President and Director of the South Florida chapter of the Financial Planning Association for many years.
She has been a guest author, commentator and speaker for a wide range of corporations, professional groups and publications such as Business Week, MarketWatch, Wall Street Journal, Kiplinger’s Personal Finance, The Money Show, Newsweek, Bloomberg Wealth Manager, Money Magazine, SmartMoney, the Miami Herald, the Fort Lauderdale Sun-Sentinel, U.S. News & World Report, and the Baltimore Sun.
Before founding Adam Financial Associates, Inc., Mari managed trust and investment relationships with two major banks in South Florida and the Washington D.C. area. Prior to that, she served as Portfolio Administrator for a pioneering fee-only wealth management firm in Washington D.C.
She began her career with the United States Department of State, completing several overseas and domestic assignments focused on critical international public affairs issues.
She holds a BA from Claremont McKenna College in California, an MBA specializing in International Finance from George Washington University in Washington D.C., and continued her post-graduate studies in international relations at the Institut d’Etudes Politiques in Paris.
She is a graduate of the College for Financial Planning in Denver, CO and is a licensed Life and Health Insurance Agent in the state of Florida. Mari lives in Boca Raton and has two grown children. In her spare time, she enjoys travel, kayaking, paddleboarding, and reading.
Her particular interest is helping women address their special financial and retirement needs. She frequently participates in pro bono activities designed to increase financial literacy among American consumers, and recently stepped down as Chair of the Advisory Board of the Berger Institute for Work, Family, and Children in Claremont, California.