Adam Kleinfelter, CFP®, CAP®, CKA®

Adam graduated from Clemson University with a degree in financial management. His prior work experience includes John Hancock Financial Services, Vanguard, and DeHollander and Janse Financial Group.

His responsibility at PlanFIRST ℠ is to work directly with clients to help implement their financial planning decisions. Adam earned the designation of Chartered Advisor in Philanthropy® (CAP®) which covers various impacts of planning for family wealth, charitable giving, and gift planning for non-profits. He is also a Certified Kingdom Advisor®.

Adam and his wife, Brooke, attend Grace Church, where they are members of the downtown service team. In their spare time, they enjoy surfing, hiking, and boating.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

The Plan Behind The Plan: Making Retirement Count

Recently, we had the privilege of celebrating a client’s 100th birthday. It was a special time for her to be able to share 10 decades of memories with friends and family. During our visit, it was evident that love and faith shaped her life. It was a blessing to have...

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