Adam C. Harding, CFP® – Principal / Lead Adviser
Growing up in Boise, Idaho, I had been consistently involved in my father’s private accounting practice from a young age until he retired in 2012. This started me on an early path towards financial literacy and was critical in my appreciation for diligent financial planning.
My professional experience in financial services has been focused on providing fiduciary guidance to clients in the structure of an Independent Registered Investment Adviser (RIA) firm. Prior to starting this firm I had been an adviser at a large Phoenix-area RIA practice where I’d personally managed about 50 clients with approximately $75m in client assets. I have also acted as trader in charge of implementing investment recommendations across more than 200 households and $700m in client assets. I’ve held critical roles in investment research, financial modeling, and comprehensive financial planning.
My education is in Economics (Bachelor of Science, Arizona State University) and the CFP® Curriculum (The American College) which includes courses in Investments, Estate Planning, Income and Tax Planning, Insurance, Retirement Planning, and Life-Cycle Financial Planning.
Aside from my work as a financial adviser, I enjoy teaching wealth management courses and have recently offered courses through UCLA’s Business Management and Legal programs. I also currently fill the role of Treasurer on the board of directors for the Arizona Literacy and Learning Center. To learn more about this organization, click here.
In my personal life, I enjoy spending time with my amazing wife, Mollie, exercising, playing the guitar, and traveling.
Bambi Harding – Office Dog
Bambi typically works nights or weekends when Adam is putting in extra hours.
Prior to joining our family in 2014, she was roaming the streets of Greater Phoenix Area as a stray that was picked up by Maricopa County Animal Control.
Adam C. Harding, CFP® supports organizations which are dedicated to helping animals. If you’re interested in making a donation to Maricopa County Animal Control, you can visit their website here.