Our qualified financial planning team holds a variety of finance certifications, including the Certified Financial Planner (CFP), Certified Public Accountant (CPA), Certified Financial Analyst (CFA), and Chartered Alternative Investment Analyst (CAIA) designations, among others.
These certifications represent a commitment to our clients of integrity and professionalism. Each of these certifications requires the individual to abide by a strict code of ethics and standards, translating into a commitment to working in their client’s best interest, under any circumstances.
Additionally, each of these certifications requires extensive study and training so that each certificate holder becomes an expert in their field. Therefore, they can provide skilled insights and advice in their field of expertise. Many of these certifications also require continuing education so holders are always up to date and informed about this dynamic industry.
You can trust that our certificate holders know what they are doing and are being held to the highest ethical standard.
Adams Wealth Management is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.