Adam P. Marino, CFP®, CLTC

Adam P. Marino, CFP®, CLTC

Financial Planner

Phone: 781.446.5032

Since 2008, clients have chosen to work with Adam because he builds significant relationships based on genuine caring, patience and respect. What this means is that Adam creates an environment for you to share your goals and dreams and introduces a process that will allow you to align your intentions with your actions. The real benefit is the clarity, confidence, and excitement you will feel in having a strategy in place to help you achieve your long-term goals. 

Adam P. Marino is a Financial Planner who began his practice in 2008 after graduating from Colby College with a Bachelor of Arts in History and a minor in Administrative Science. He was also a member of the Men's Varsity Ice Hockey Team for four years.

Adam obtained the CERTIFIED FINANCIAL PLANNER (CFP®) designation in 2013. The CFP® is awarded to individuals who have a minimum of three years experience working in the financial planning industry, and complete a comprehensive course of study at a college or university offering a financial planning curriculum registered with the Certified Financial Planner Board of Standards, Inc. Candidates must also pass a two-day, 10-hour exam, as well as complete an ethics review and agree to abide by a strict code of professional conduct. Adam was also selected as a 2016 winner of the NAIFA 4 under 40 Award.

Adam resides in Walpole, Massachusetts with his wife, Jahna, their son Logan, and their black lab Tiger.