Luke Adam, Cpa Cfp®
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Luke Adam, Cpa Cfp® Email & Phone Number

Financial Advisor at Forum Financial Management, LP at Forum Financial Management, LP
Location: Greater Chicago Area, United States 6 work roles 2 schools
1 work email found @forumfin.com 1 phone found area 630 LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email l****@forumfin.com
Direct phone (630) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Forum Financial Management, LP
Role
Financial Advisor at Forum Financial Management, LP
Location
Greater Chicago Area, United States
Company size
85 employees

Who is Luke Adam, Cpa Cfp®? Overview

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Quick answer

Luke Adam, Cpa Cfp® is listed as Financial Advisor at Forum Financial Management, LP at Forum Financial Management, LP, a with 85 employees, based in Greater Chicago Area, United States. AeroLeads shows a work email signal at forumfin.com, phone signal with area code 630, and a matched LinkedIn profile for Luke Adam, Cpa Cfp®.

Luke Adam, Cpa Cfp® previously worked as Financial Advisor at Forum Financial Management, Lp and Senior Manager, Americas Finance at Jll. Luke Adam, Cpa Cfp® holds Bachelor Of Science Double Major, Finance & Accountancy from University Of Illinois At Urbana-Champaign - College Of Business.

Company email context

Email format at Forum Financial Management, LP

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*@forumfin.com
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AeroLeads found 1 current-domain work email signal for Luke Adam, Cpa Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Luke Adam, Cpa Cfp®

Luke Adam, Cpa Cfp® is a Financial Advisor at Forum Financial Management, LP at Forum Financial Management, LP. He possess expertise in financial analysis, financial reporting, accounting, variance analysis, account reconciliation and 16 more skills.

Listed skills include Financial Analysis, Financial Reporting, Accounting, Variance Analysis, and 17 others.

Current workplace

Luke Adam, Cpa Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Forum Financial Management, LP
Forum Financial Management, Lp
Financial Advisor at Forum Financial Management, LP
lombard, illinois, united states
Website
forumfin.com
Employees
85
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Company profile
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6 roles

Luke Adam, Cpa Cfp® work experience

A career timeline built from the work history available for this profile.

Financial Advisor

Current
Forum Financial Management, Lp

Greater Chicago Area

At Forum Financial Management, we help investors build, manage and preserve their wealth. It starts with a dedicated team of partners and advisors with decades of experience across portfolio management, retirement planning, estate planning, insurance analysis and income tax planning. With the foundation of this technical knowledge, we can spend more time on what we truly enjoy -getting to know our clients and their families. By understanding the hopes and dreams that reside at the center of someone's financial life, we are able to design an investment plan that is built to achieve a client's short- and long-term goals. That's what we consider to be the real value of an advisor. Forum Financial Management, LP is a Registered Investment Advisor. The home office of Forum Financial Management is located at 1900 S. Highland Ave., Suite 100, Lombard, IL 60148 (www.forumfin.com, 630.873.8520). What I post on here is my opinion, not the opinion of Forum.

Aug 2019 - Present

Senior Manager, Americas Finance

Jll

Greater Chicago Area

Nov 2018 - Jun 2019

Manager, Americas Finance

Jll

Greater Chicago Area

Feb 2017 - Nov 2018

Lead Accountant

Orbitz Worldwide

Greater Chicago Area

Apr 2014 - Feb 2017

Senior Accountant

Orbitz Worldwide

Greater Chicago Area

Jul 2011 - Apr 2014

Staff Accountant

Orbitz Worldwide

Greater Chicago Area

Jul 2010 - Jul 2011
Team & coworkers

Colleagues at Forum Financial Management, LP

Other employees you can reach at forumfin.com. View company contacts for 85 employees →

JA Joseph A. Spokas, Cpa, Pfs, Cfp® Joseph A. Spokas, Cpa, Pfs, Cfp® Colleague at Forum Financial Management, LpLombard, Illinois, United States View → OU Ozobiara Umeh Ozobiara Umeh Colleague at Forum Financial Management, LpSan Francisco, California, United States View → BC Brooks C. White, Cfp® Brooks C. White, Cfp® Colleague at Forum Financial Management, LpThousand Oaks, California, United States View → DW David W. Seery, Cfp® David W. Seery, Cfp® Colleague at Forum Financial Management, LpThousand Oaks, California, United States View → BS Brian Savage, Cpa, Pfs, Cfp® Brian Savage, Cpa, Pfs, Cfp® Colleague at Forum Financial Management, LpLombard, Illinois, United States View → CK Canaan Knapp Canaan Knapp Colleague at Forum Financial Management, LpSimi Valley, California, United States View → DS Drew S. Drew S. Colleague at Forum Financial Management, LpSaratoga, California, United States View → AH Alan Hambourger Alan Hambourger Colleague at Forum Financial Management, LpChicago, Illinois, United States View → AC Andrew Carava Andrew Carava Colleague at Forum Financial Management, LpUnited States View → TH Tyler H. Smith, Cpa, Cfp® Tyler H. Smith, Cpa, Cfp® Colleague at Forum Financial Management, LpDenver, Colorado, United States View →
2 education records

Luke Adam, Cpa Cfp® education

Education record

Glenbard East High School

Activities and Societies: National Honor Society, Mu Alpha Theta, Marching & Symphonic Band, Varsity Soccer & Volleyball, Big Brother/Big.

FAQ

Frequently asked questions about Luke Adam, Cpa Cfp®

Quick answers generated from the profile data available on this page.

What company does Luke Adam, Cpa Cfp® work for?

Luke Adam, Cpa Cfp® works for Forum Financial Management, LP.

What is Luke Adam, Cpa Cfp®'s role at Forum Financial Management, LP?

Luke Adam, Cpa Cfp® is listed as Financial Advisor at Forum Financial Management, LP at Forum Financial Management, LP.

What is Luke Adam, Cpa Cfp®'s email address?

AeroLeads has found 1 work email signal at @forumfin.com for Luke Adam, Cpa Cfp® at Forum Financial Management, LP.

What is Luke Adam, Cpa Cfp®'s phone number?

AeroLeads has found 1 phone signal(s) with area code 630 for Luke Adam, Cpa Cfp® at Forum Financial Management, LP.

Where is Luke Adam, Cpa Cfp® based?

Luke Adam, Cpa Cfp® is based in Greater Chicago Area, United States while working with Forum Financial Management, LP.

What companies has Luke Adam, Cpa Cfp® worked for?

Luke Adam, Cpa Cfp® has worked for Forum Financial Management, Lp, Jll, and Orbitz Worldwide.

Who are Luke Adam, Cpa Cfp®'s colleagues at Forum Financial Management, LP?

Luke Adam, Cpa Cfp®'s colleagues at Forum Financial Management, LP include Joseph A. Spokas, Cpa, Pfs, Cfp®, Ozobiara Umeh, Brooks C. White, Cfp®, David W. Seery, Cfp®, and Brian Savage, Cpa, Pfs, Cfp®.

How can I contact Luke Adam, Cpa Cfp®?

You can use AeroLeads to view verified contact signals for Luke Adam, Cpa Cfp® at Forum Financial Management, LP, including work email, phone, and LinkedIn data when available.

What schools did Luke Adam, Cpa Cfp® attend?

Luke Adam, Cpa Cfp® holds Bachelor Of Science Double Major, Finance & Accountancy from University Of Illinois At Urbana-Champaign - College Of Business.

What skills is Luke Adam, Cpa Cfp® known for?

Luke Adam, Cpa Cfp® is listed with skills including Financial Analysis, Financial Reporting, Accounting, Variance Analysis, Account Reconciliation, Internal Controls, Financial Modeling, and Auditing.

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