Adam Funk, Cfp® Email & Phone Number

Troy, Mi

www.SavingsCoach.comComprehensive financial planning and implementation of investments, insurance, tax, mortgage, and cash flow. The simplicity of a single point of contact to best manage the complexities and seasonal chores of a households' finances. I have partnered with some of the most trusted names in the financial industry to provide a suite of services, products, and technology with the goal of maximizing every clients' net worth. Author of the Savings Coach Playbook, a… Show more www.SavingsCoach.comComprehensive financial planning and implementation of investments, insurance, tax, mortgage, and cash flow. The simplicity of a single point of contact to best manage the complexities and seasonal chores of a households' finances. I have partnered with some of the most trusted names in the financial industry to provide a suite of services, products, and technology with the goal of maximizing every clients' net worth. Author of the Savings Coach Playbook, a financial planning software and brand specializing in low cost starter savings plans for the under serviced 20-50 year old target age group. Subject matter is uniquely designed to educate financial literacy and motivate personal savings growth. Social media blogger and speaker for group events.Registered Tax Return Preparer (2012-present).Mortgage Loan Originator with Security Mortgage Corporation NMLS ID 1071880 (2013-2018).Independent insurance agent (2011-present). Founded and divested Opal Health Insurance Agency LLC specializing Healthcare.gov, the Federally Facilitated Marketplace NPN# 7950018 (2013-2016).Personal Financial Counselor with Zeiders Enterprises Inc. providing financial education, solution focused counseling, and information and referrals as part of the Military Family LIfe Counselor On-Demand Network to service members and their families (2014-2019).Household CFO with Levanto Financial Inc. We build your budget, monitor your cash flow, and provide tailored spending and saving advice (2017-2018). Show less

I had a great deal of help learning the technical aspects of the financial industry while developing Savings Coach:Fee-based RIA firm Financial Planning and Investment Management-TFG Advisors, Intern Financial Advisor, Auburn Hills MI 2012 Auto lending and credit scores -Chrysler Financial/Accountemps, Retail Credit Analyst, Farmington MI 2010Investment Operations, IPOs, Incentive Stock Options, ESPP, REITs, Private Equity- Bank of New York Mellow, Unit Manager, Troy MI… Show more I had a great deal of help learning the technical aspects of the financial industry while developing Savings Coach:Fee-based RIA firm Financial Planning and Investment Management-TFG Advisors, Intern Financial Advisor, Auburn Hills MI 2012 Auto lending and credit scores -Chrysler Financial/Accountemps, Retail Credit Analyst, Farmington MI 2010Investment Operations, IPOs, Incentive Stock Options, ESPP, REITs, Private Equity- Bank of New York Mellow, Unit Manager, Troy MI 2007-2010Cash flow for individuals and liabilities of business owners -TCF Bank, Commercial Underwriter and Branch Management, Troy MI 2004-2006 Assets and Investment management for high net worth individuals-Merrill Lynch, Financial Advisor, Detroit MI 2003-2004Mortgages, Liabilities, home ownership, evaluating credit reports-Quicken Loans, Mortgage Loan Officer, Livonia MI 2002-2003 Show less

• Project Managed the new business development of TRACS System for 144A Unregistered Securities, further integrated with the Portal Alliance Market, a pre-IPO step for raising capital.• Developed procedures and conducted testing of the technology. Provided live and WebEx demonstrations for clients and users. • Facilitated weekly consortium meetings with partners including 10 of the largest Investment Banks, DTCC and NASDAQ OMX during development phases. • Performed work during… Show more • Project Managed the new business development of TRACS System for 144A Unregistered Securities, further integrated with the Portal Alliance Market, a pre-IPO step for raising capital.• Developed procedures and conducted testing of the technology. Provided live and WebEx demonstrations for clients and users. • Facilitated weekly consortium meetings with partners including 10 of the largest Investment Banks, DTCC and NASDAQ OMX during development phases. • Performed work during raising capital upwards of $800 million in 144A offerings.• Managed Direct Investments group administering REITS and LPs. • Supervised Account Managers servicing corporate Equity Plans including Employee Stock Purchase Plans, Restricted Stock and Stock Options. • Responsible for research and liaison between Operations and Recon department resolving Aged Items breaks. Show less

► Competitor on Semi-Professional Mogul Skiing Circuit, 1993-2000► Founded Mogulskishop.com eCommerce business based in Tahoe City California 1999-2001► Head of Sales & Marketing for Predator Mogulwear, the leader in mogul ski clothing 1997-2001► Emcee Midwest ski competitions and aerial shows with Schrab Brothers 2000-2012► Contributing Journalist for Ski Canada Magazine 2001-2004► Coached in Japan and North America for Mogul & Freeride Ski Schools 1999-2001► Vail… Show more ► Competitor on Semi-Professional Mogul Skiing Circuit, 1993-2000► Founded Mogulskishop.com eCommerce business based in Tahoe City California 1999-2001► Head of Sales & Marketing for Predator Mogulwear, the leader in mogul ski clothing 1997-2001► Emcee Midwest ski competitions and aerial shows with Schrab Brothers 2000-2012► Contributing Journalist for Ski Canada Magazine 2001-2004► Coached in Japan and North America for Mogul & Freeride Ski Schools 1999-2001► Vail, Steamboat, and Squaw Valley Freestyle Teams and USSA competitor 1993-2000► Varsity and JV Assistant Coach for Alpine Ski Team at West Bloomfield High School 1995-1996► Manufacturing Supervisor for Goode Ski Technologies 1995-1996 Show less

Master'S Degree, Finance, Certified Financial Planner - Magna Cum Laude

Bachelor'S Degree, Bgs

Activities and Societies: Alpha Delta Phi, ski racing and snowboard clubs, REIT internship business school

Education record

Activities and Societies: Golf, Baseball