Adam C. Harding, CFP® – Principal / Lead Adviser
I grew up in a family of various professional advisors, most notably my father who was a trusted advisor for more than 30 years as a CPA. Thus, building a career in wealth management and launching this firm was a natural fit. My financial education started early and has never slowed down to this day.
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.
In 2015, I began writing investing and financial planning articles for news publications in an effort to display my expertise on national level. From early 2016 through mid 2017 (the time of this writing), I’ve written or contributed to pieces in Forbes, the USA Today, Nasdaq, and hundreds of other national and regional publications.
My focus is primarily on portfolio management and comprehensive financial planning for high net worth or high earning individuals, but I consider myself a generalist and my analytical skill set has proven adaptable to many different types of client situations.
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.
In my personal life, I enjoy spending time with my amazing wife, Mollie, exercising, playing the guitar, being a father to my chihuahua and traveling.