Adam Harding, CFP Ⓡ is a master at navigating complex tax, legal, insurance, and investment structures in a thoughtful and harmonizing manner.
He specializes in providing fiduciary guidance to clients in the structure of an Independent Registered Agent Adviser (RIA) firm. Prior to starting his own firm, he’d been an adviser at a major Phoenix-area practice where he managed 50 clients and 75 million in total assets.
He also acted as a trader in charge of implementing investment recomendations accross more than 200 households and $700m in client assets.
His notable finance and investing contributions to featured articles by Forbes, USA Today, Nasdaq and hundreds of other publications have displayed his expertise at a national level.
Economics - Bachelor of Science, Arizona State University
The CFPⓇ Curriculumn (The American College) which includes courses in Investments, Estate Planning, Income & Tax Planning, Insurance, Retirement Planning, and Life-Cycle Financial Planning.