Adam Spence (CFP®)
Adam Spence focuses in the
following client markets or areas of practice:
- Charitable Giving
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Tax Planning
- Charitable Giving
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Tax Planning
Planning Specialties
- Establishment of Goals and periodic (at least annually) tracking of goals
- Contingency Planning
- Key Life Decisions
- Comprehensive Lifetime Income Planning
- Executive Compensation (Restricted Stock, Stock Options, Deferred Compensation)
- Personalized financial planning services
- Customized investment portfolio construction
- Portfolio risk management services
- Strategic Tax and Income Planning
- Tax-aware investing
Additional Information
Adam spends his days helping clients achieve their goals, track their progress, and gain clarity. He loves when families focus on what matters most to them, realizing a greater purpose for their wealth. In addition to his genuine concern for clients, Adam offers 21 years of experience as well as expertise as a Certified Financial Planner ™.
His background includes a similar role at CPF Texas, which became Credent Wealth in 2018. Beyond his work as a financial advisor, Adam is active in his local church and passionate about Christian education for children, holding leadership roles in this area in the past. Adam attended Baylor University, where he earned a Bachelor of Business Administration with concentrations in Finance and Real Estate. The primary thing he loves about his job is the opportunity to collaborate with clients to improve their lives through the financial decisions they make.
Based in Plano, Adam appreciates the family-friendly atmosphere of the city, where everyone supports one another. When he can, he enjoys coaching some of his children’s sporting activities, snow skiing, participating in bible studies, and taking the occasional family trip to Colorado.
NAPFA Start Date
July 17, 2023
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