Adam Funk
The Savings Coach
- Role
- Certified Financial Planner (Cfp) at Savings Coach
- Location
- Troy, MI, US
- LinkedIn followers
- 500 followers
About Adam Funk
Experienced Certified Financial Planner with a demonstrated history of working in the…
Experience
Certified Financial Planner (Cfp)
Jan 2006 — Present · Troy, MI, US
financial planning and implementation of investments, insurance, tax, mortgage, and cash flow. The simplicity of a single point of contact to best manage the complexities and seasonal chores of a households\' finances. I have partnered with some of the most trusted names in the financial industry to provide a suite of services, products, and technology with the goal of maximizing every clients\' net worth. Author of the Savings Coach Playbook, a financial planning software and brand specializing in low cost starter savings plans for the under serviced 20-50 year old target age group. Subject matter is uniquely designed to educate financial literacy and motivate personal savings growth. Social media blogger and speaker for group events.Registered Tax Return Preparer (2012-present).Mortgage Loan Originator with Security Mortgage Corporation NMLS ID 10••••••••18).Independent insurance agent (2011-present). Founded and divested Opal Health Insurance Agency LLC specializing Healthcare.gov, the Federally Facilitated Marketplace NPN# 79••••••••16).Personal Financial Counselor with Zeiders Enterprises Inc. providing financial education, solution focused counseling, and information and referrals as part of the Military Family LIfe Counselor On-Demand Network to service members and their families (20••••19).Household CFO with Levanto Financial Inc. We build your budget, monitor your cash flow, and provide tailored spending and saving advice (20••••18).
Education
Walsh College
Master's Degree, Finance, Certified Financial Planner - Magna Cum Laude
2001 — 2006
University of Michigan
Bachelor's Degree, BGS
1990 — 1995
Skills
- Financial Services
- Asset Management
- Relationship Management
- Banking
- Mutual Funds
- Insurance
- Retirement Planning
- Financial Advisory
- Investment Management
- Equities
- Series 63
- Wealth Management
- Financial Planners
- Retirement
- Strategic Financial Planning
- Securities
- Tax Preparation
- Alternative Investments
- Finance
- Portfolio Management
- Investment Advisory
- Financial Planning
- Mortgage Lending
- Series 7
- Investments
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