Adam J. Finch
CFP® CWS® AIF®
Adam focuses on providing clients unbiased financial guidance and independent investment management. With a passion on continually improving the overall client experience and inspiring clients to lead a more balanced, organized and simplified financial life so they can focus time on those things in life that cannot be delegated.
He has completed the CERTIFIED FINANCIAL PLANNER™(CFP®), Certified Wealth Strategist® (CWS®), Accredited Investment Fiduciary® (AIF®) designations. Prior to co-founding RFC Financial Planners, Adam worked with Sigma Financial, Merrill Lynch and for his family’s window cleaning businesses. Adam holds the securities 7 ,24 and 66 licenses, as well as Life, Health and Annuity insurance licenses. Adam graduated Magna Cum Laude and with honors from Eastern Michigan University with a Bachelor’s degree in Finance.
Spending time with his family, wife Angie, daughters Hannah and Maddie, and sons Ben and Alex, are where you will find Adam outside of work. Currently, the boys play hockey and the girls dance. In addition to time with family and friends, he enjoys reading, playing tennis and golf, board games and Detroit Lions football.
GETTING TO KNOW AdAM
Favorite food or restaurant: BBQ
Best piece of financial advice received: To be financially successful focus on what you’re best at. To keep financial success, diversify your talents and interests.
Favorite book: A Song of Ice and Fire
Favorite holiday: Halloween
Favorite movie: Shawshank Redemption
Place Adam would most like to visit: Space
Biggest accomplishment (so far): Starting and running our own business
Hobbies/Interests: Tennis and golf. Watching our children’s sporting events and activities. Detroit Lions football.
Do you have any pets? 3 Jack Russell Terriers. Jack, Jill and Lilly.
Children: Hannah, Maddie, Ben and Alex.
Favorite music: A little bit of everything
Question: Farthest from home you have ever traveled and why? Hawaii, for a family get away
Question: Stranded on a deserted island. You get one book, one movie, and one CD. What are they?
Book: “Boy Scout Handbook” – there is a lot in there I would probably need to know.
Movie: Shawshank Redemption