Partner Senior Advisor@ Soltis Investment Advisors
Bellevue, Washington, United States
T.J. Adams, CFP®
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FlashIntel GPTT.J. Adams, CFP(r) is a Senior Investment Advisor with over 20 years of experience in personal financial planning, Emoney Advisor, and financial analysis. Based in the United States, he specializes in comprehensive wealth management services and retirement plan consulting. With a passion for helping others achieve their personal financial goals, T.J. Adams, CFP(r) has worked at Soltis Investment Advisors and Cambridge Financial Group, gaining valuable experience in finance and research. He also has internship experience at SkyWest Airlines and GE Financial Group.
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About
Senior Investment Advisor with a passion for helping others reach their personal financial goals. Professional skills in comprehensive wealth management services and retirement plan consulting.
Work Experience
Partner Senior Advisor
Senior Advisor
Advisor | Analyst
Financial Services
T.J. Adams, CFP®'s Professional Milestones
- Napoleon Dynamite Extra (farm Boy #1) (2003-06-01~2003-06-01): Creating and implementing efficient farming practices to enhance profitability and efficiency.
- Teller (2012-01-01~2012-08-01): Created a seamless and engaging teller experience, providing exceptional service and ensuring high standard of customer service.
Education
Skill
Personal Financial Planning
Emoney Advisor
Salesforce.com
Morningstar Office
Equity Trading
Financial Analysis
Microsoft Office
Accounting
Tax Preparation
Retirement Plan Consulting
Certification
Colleagues
Kim Anderson, AIF
Managing Partner | President | Chief Executive Officer
Erick Levitre
Partner | Vice President | Wealth Management
Rachel Kloepfer
president @ prssa | alternative investments @ soltis | university of utah student | outdoor enthusiast
Ammon Christensen, MBA
director of alternative investment research at soltis investment advisors
Kelli Holmstead
director of operations at soltis investment advisors
Other Named T.J. Adams, CFP®
Frequently asked questions
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T.J. Adams, CFP®'s social media include: Linkedin,
T.J. Adams, CFP® works for Soltis Investment Advisors
T.J. Adams, CFP®'s role in Soltis Investment Advisors is Partner Senior Advisor
T.J. Adams, CFP® works in the industry of Financial Services
T.J. Adams, CFP®'s colleagues are Kim Anderson, AIF,Erick Levitre,Rachel Kloepfer
T.J. Adams, CFP®'s latest job experience is Partner Senior Advisor at Soltis Investment Advisors
T.J. Adams, CFP®'s latest education in College for Financial Planning
