Adam

ABOUT Adam

With over a decade of experience teaching personal finance, I’ve seen firsthand how important financial literacy is—especially for teachers and families trying to balance student loans, childcare, retirement, and college savings.

I started my firm, Infinite Summer Financial Planning, to bring approachable, trustworthy guidance to the people who need it most. My goal is to help you feel calm, clear, and confident about your money—so you can focus on what matters most.

Whether you’re preparing for your first 403(b), wondering how to afford college, or just trying to make the most of your paycheck, I’m here to help you make smart choices without the jargon.

Designations

Qualifications

I have over 10 years experience teaching personal finance and providing financial coaching.

Licensed - Yes

License No - 331776

License Type - Securites

Services Offered

College Financial Planning
Financial Planning
Retirement Planning
Cashflow Management
Education Loans
Financial Aid
FAFSA Review
Scholarship Search

Meetings Offered

My Office
Home Visits
Over Phone
Webmeetings

Availability

Afternoons