Adam has a passion for helping people and financial markets. He chose to pursue a career where he could combine these two passions. Adam finds great satisfaction in helping individuals and families simplify, organize, and strategically plan their financial lives. He obtained a finance degree from Idaho State University. He went on to receive his Certified Financial Planner (CFP) Designation. Adam has been in the financial services industry for almost 20 years. During that time, he has worked for large investment firms. In 2022 he decided to affiliate with LPL Financial as an Independent Wealth Management Advisor. He felt that this move would enable him to serve his clients at a higher level and combine his expertise with the strength and resources of the nation’s largest independent broker dealer*.
Adam is married to the love of his life, Teresa, and they have 6 children. Together, they are actively involved in their church, kids sports and activities, and having fun as a family. A perfect day for the Floto’s involves a sunny day at the lake, on the boat, with no electronics, wake surfing, and cheering each other on. Adam also enjoys golf, biking, racquetball, reading, and travel with his wife and kids.
*As reported by Financial Planning magazine, 1996-2022, based on total revenue.