Adam Wade CFP® CPFA

Adam Wade CFP® CPFA

Financial Advisor

 

Adam L. Wade is a CERTIFIED FINANCIAL PLANNER™ Professional and Certified Plan Fiduciary Advisor with NOVA® Financial Services. Adam graduated from Olivet Nazarene University in Bourbonnais, Illinois May 1999, where he received a Bachelor of Arts in Finance & Economics.

After graduation, Adam began his financial career in the qualified retirement plan market working for a global financial firm.  In 2006, he transitioned from institutional financial work to individual financial advising and trained under a large privately held brokerage company. There, Adam earned his FINRA Series 7, 63, 66 and Colorado Life & Health licenses while initially building his Practice. May 2011, he moved his practice to a Fortune 100 firm and continued to grow his Wealth Management acumen. In May 2014, he put his experience to work as an independent financial advisor so he could offer his clients personalization and an experience focused on their needs. Adam partnered with NOVA Financial Services February 2017 as a Fee-Based Registered Investment Advisor. Since, he has earned the CFP® and CPFA (Certified Plan Fiduciary Advisor) designations.  His fiduciary practice focuses on serving individuals, working and retired client families and small business owners.

Adam and his wife Sarah live in Colorado Springs, Colorado. They have a dog, Charlie who runs the house. Out of the office, Adam enjoys running, mountain biking, skiing and yoga. He also enjoys hunting in the beautiful Colorado mountains. He and Sarah cook, entertain and enjoy food & drink with friends and family often. Adam supports several non-profits and the Pikes Peak Ascent & Marathon.