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 earn his master's degree in Personal Financial Planning from the College for Financial Planning. 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. He also earned his CHARTERED RETIREMENT PLANNING COUNSELORSM designation specializing in retirement planning advising and is an ACCREDITED PORTFOLIO MANAGEMENT ADVISORSM professional.
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.