Adam Marino, CFP®, CLTC*
Since 2008, clients have chosen to work with Adam because he builds significant relationships based on genuine caring and respect. What this means is that Adam creates an environment for you to share your goals and dreams and introduces a process that allows you to align your intentions with your actions. The real benefit is the clarity, confidence, and excitement you can feel in having a strategy in place to help you achieve your long-term goals.
Adam graduated from Colby College with a Bachelors 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 earned the CERTIFIED FINANCIAL PLANNER™ certification in 2013. The CFP® is awarded to individuals who have a minimum of three years experience working in the financial planning industry, and who 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 resides in Medfield, Massachusetts with his wife, Jahna, their sons, Logan and Lucas, and their black Lab, Tiger.
*Osaic Wealth, Inc., do not provide long term care services.