Adam Coffing, CFP®, CRPC®, APMA®

Adam Coffing joined Bold Financial Group in January 2017. Driven by his passion for people and wanting to make a difference in other's lives, Adam is motivated each and every day to bring a high level of care and attention to each individual. By helping take the stress and complexity out of financial planning, his goal is to help guide and instill confidence in each client for whatever their goals may be. 

Adam brings to the team a strong background and education in financial planning and as a "lifelong learner" is continually pushing himself to broaden and deepen his scope of knowledge. His educational background includes:

• Bachelor's degree in Business Management from the University of New Mexico
• Master's degree in Personal Financial Planning from the College for Financial Planning
• Adam is a CERTIFIED FINANCIAL PLANNER™ professional who earned his CFP® certification in 2020.
• Adam earned his Chartered Retirement Planning Counselor™ designation specializing in retirement planning advising.
• He also earned his Accredited Portfolio Management Advisor™ designation specializing in portfolio creation, asset allocation, augmentation and maintenance. 
• Series 7 and 66 Licenses held through LPL Financial.
• NM, TX, NY State Insurance License

When he is not working, Adam loves spending time with his wife, Jenna, and their 3 kids, Brody, Carter and Tatum. He enjoys helping coach his children's sports teams, staying active, and planning possible vacations.