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Cfp® Adam Day

One Company. One Fee. Everything You Need - Invest In Your Life. We'll Do The Rest - Certified Financial Planner™

Adam Day is a Certified Financial Planner (CFP®) and Wealth Management Advisor at Wealthquest, a financial advisory firm based in Naples, Florida. He has over 14 years of experience in the financial services industry, having previously worked at Ritholtz Wealth Management and other firms before joining Wealthquest.

Professional Background

  • Education: Adam graduated with a degree in Finance from Northern Kentucky University. His career began in investment banking in London, but he shifted focus to financial planning, emphasizing holistic, fee-only advisory services rather than commission-based selling.
  • Certifications: He holds the CFP® designation and is also a Certified Financial Therapist (CFT), indicating his expertise in both financial planning and the emotional aspects of financial decision-making.

Current Role

At Wealthquest, Adam Day specializes in helping clients navigate complex financial decisions, focusing on strategic tax planning and wealth management. His approach is characterized by building deep relationships with clients to understand their unique needs and goals, which allows him to provide tailored financial advice.

Personal Insights

Adam is committed to community involvement and enjoys spending time with his family. He participates in activities such as obstacle course racing and golf, reflecting his active lifestyle outside of work.

For more details about his professional journey and insights into financial planning, you can find him on LinkedIn under the username adammdaycfp.

Highlights

Adam Day, CFP - Ritholtz Wealth Management

Related Questions

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Cfp® Adam Day
Cfp® Adam Day, photo 1
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Location

Naples, Florida, United States