Adam Goldstein, CFP®, CPFA, MSFS

Co-Founder & President, Wealth Advisor

Adara Wealth Management

 

Adam graduated Magna Cum Laude from the University of Arizona in three and one half years with a Bachelor of Science degree in business administration with a major in finance. In 2013, he completed a Master of Science in financial services (MSFS) from the American College in Bryn Mawr, Pennsylvania. In addition to the Series 7, 66, 31, life, health, and disability insurance licenses, after completing the required coursework at the College of Financial Planning, Adam earned his CERTIFIED FINANCIAL PLANNER™ certificate. The multi-year CFP® program entails in-depth courses, training, and comprehensive examinations in all areas of financial planning including investments, taxes, insurance, estate, and retirement planning.

 

While pursuing his undergraduate education, Adam was a placekicker for the University of Arizona varsity football team. This competitive and rigorous experience enabled him to develop the leadership skills, work ethic, and perseverance crucial to preparing him for a career as a financial advisor.

 

Adam was born and raised in Phoenix. He met his wife, Dana at the University of Arizona, and they currently live in Tucson with their two children. Adam is an active volunteer with the Jewish Federation of Southern Arizona (2013 Young Man of the Year award recipient). He also is a member of the University of Arizona A-club and coached a competitive youth soccer team in Oro Valley for five years. In his spare time, Adam enjoys golf, soccer, and spending time with close friends and family.