Adam Kleinfelter, CFP®, CAP®, CKA®
Private Wealth Advisor
Adam Kleinfelter is a Private Wealth Advisor for the Private Wealth division of Ronald Blue Trust and serves his clients out of the office in Greenville, South Carolina.
As an experienced wealth advisor to individuals, families, and businesses, Adam uses his objective perspective to help clients make wise financial decisions, live generously, and leave a lasting legacy. His goal is to help those he serves have the clarity and confidence to focus on the things that matter most to them. Adam integrates financial planning, investment management, and trust services into financial plans tailored to his clients’ needs.
Prior to joining Ronald Blue Trust, Adam worked as an Advisor at PlanFIRST℠.
Adam graduated from Clemson University with a Bachelor of Science in Financial Management. He is a licensed CERTIFIED FINANCIAL PLANNERTM certificant, Chartered Advisor in Philanthropy®, and Certified Kingdom Advisor®.
As an active member of the community, Adam serves as the Chairman of The Local Committee for Child Evangelism Fellowship, and he is a member of the Financial Planning Association of South Carolina. He also serves in the children’s ministry at his local church.
Adam and his wife, Brooke, have two children and live in Greenville, SC.
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.