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Cfp® Adam Correa

Senior Financial Planning Consultant

Adam Correa is a Senior Financial Planning Consultant at LPL Financial, where he specializes in providing comprehensive financial planning services. He holds several professional designations, including Certified Financial Planner (CFP®), Certified Exit Planning Advisor (CEPA), and Behavioral Financial Advisor (BFA™) .13

Professional Background

Correa's expertise lies in helping business owners navigate the complexities of financial planning, particularly in preparing for business exits. As a CEPA, he is trained to enhance relationships with business owners and assist them in building value in their organizations while planning for life after business ownership .1 His role involves advising clients on both personal and financial matters, ensuring a holistic approach to wealth management.

Education and Skills

Adam graduated with honors from Pennsylvania State University, earning a B.S. in Accounting with a concentration in Finance .2 He began his career at Ernst & Young, where he gained valuable experience as a Certified Public Accountant (CPA) before transitioning into financial planning and consulting .2 His analytical skills and attention to client needs are key attributes that contribute to his effectiveness in the financial services industry.

Current Role and Contributions

At LPL Financial, Correa focuses on empowering wealth advisors to deliver high-quality financial planning experiences tailored to their clients' needs .3 He actively participates in discussions about financial issues and trends, further expanding his knowledge and expertise in the finance sector .4

In summary, Adam Correa is a well-qualified financial consultant dedicated to helping clients achieve their financial goals through strategic planning and personalized advice.

Highlights

Our people drive our performance - Sage Financial Group
Find a CEPA | Adam Correa - Exit Planning Institute
Find a CEPA | Adam Correa - Exit Planning Institute
Oct 7 · sdsu.edu
7 Things About Adam Correa | News | SDSU

Related Questions

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Cfp® Adam Correa
Cfp® Adam Correa, photo 1
Cfp® Adam Correa, photo 2
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Location

San Diego, California, United States