Adam Reugh is a seasoned financial professional with over 15 years of industry experience. He has the highly specialized knowledge to understand clients’ unique goals and craft custom solutions that aim to minimize taxes and maximize wealth. Adam is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 65 Investment Adviser Representative License.
Prior to establishing the practice in 2015, Adam advised businesses, non-profits, families, and individuals within financial services firms of varying sizes. Most recently, he was the Director and a sitting Investment Committee member for a regional boutique investment firm.
When he’s not advising clients on how to achieve financial security, Adam can be found flying airplanes, mountain biking, playing Pickleball, and spending time with his wife, Heather, and two dogs, Kota and Lola. He has served on several non-profit boards of directors and was most recently Treasurer for the Kona Hospital Foundation.
Experience
- Portfolio Management
- Market Research
- Financial Planning
- Tax-Efficient Investing
- Transition Planning
Education
- BA, Economics, University of Washington
- BA, Political Science, University of Washington
Adam J. Reugh is solely an investment advisor representative of Financial Advocates Investment Management.