Adam J. Reugh, CFP®

Adam J. Reugh, CFP®

WEALTH MANAGEMENT ADVISOR

Expertise

  • Portfolio Management
  • Market Research
  • Financial Planning
  • Tax-Efficient Investing
  • Transition Planning

Education

  • BA, Economics, University of Washington
  • BA, Political Science, University of Washington

With over 10 years of experience in various financial services capacities, Adam has the breadth and depth of experience necessary to analyze and understand clients’ financial considerations and to craft suitable solutions. He is a CERTIFIED FINANCIAL PLANNER™ professional, and holds the SEC Investment Adviser Representative (Series 65) License with Financial Advocates Investment Management.

“The gratification associated with helping people and businesses to achieve their financial goals, and without the traditional conflicts of interest found in this industry, is what truly inspires me everyday.”

Prior to founding the RIA-only practice in 2015, Adam advised Corporations, Non-Profits, High Net Worth Investors, Families & Individuals within organizations of all sizes. Most recently, he was Director of Corporate Services with a regional boutique investment firm, focusing on Corporate and Non-Profit Retirement Plans and Cash Management strategies. He was also a sitting member of the firm’s Investment Committee.

Adam’s community involvements include:

  • The Rotary Club of Kona Mauka
    • President, 2018-2019
  • Kona Mauka Rotary Foundation
    • Trustee
  • Kona Hospital Foundation
    • Trustee, Treasurer
    Kiwanis Club of Kailua-Kona
    • Financial Review Committee
  • Business Networking International — Kona Krew
    • Past Secretary/Treasurer, 2017-2018
  • Kona-Kohala Chamber of Commerce
  • Kona Crime Prevention Committee