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 client. Adam provides comprehensive financial planning and investment management advice.
In 2009, Adam graduated from the University of New Mexico with a degree in Business Management and continued on to graduate from the College for Financial Planning's Certification Professional Education Program. Adam is Series 7 and Series 66 licensed held with LPL Financial and holds a NM state life insurance producer license. Adam is a CERTIFIED FINANCIAL PLANNER™ professional who earned his CFP® certification in 2020.
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.