Adam Scherer

Adam has worked in financial services and education for over 10 years. He holds a Master of Science degree in Personal Financial Planning and obtained the Certified Financial Planner™ marks in 2017.

Adam maintains a student-centered approach with that is both engaging and accessible. He strives to simplify the complex and guide students to a point of understanding by using personal anecdotes and bad dad jokes.

Adam lives in West Hartford, Connecticut with his wife, Annie, and two daughters, Susanna and Eliza.

Experience

• Greenbeat Financial - Owner & Financial Planner Apr 2021 -
• Boston Institute of Finance - Director of Curriculum & CFP Instructor Apr 2020 -
• College for Financial Planning - Associate Professor Sep 2017 - Apr 2020
• WMGNA,LLC - Wealth Advisor Mar 2015 - Aug 2017
• Miso Media - Music Supervisor 2011 - 2013
• Morgan Stanley - Annuity & Insurance Services 2004 - 2009

Education

• Rutgers University - Bachelor's Degree, Psychology 1997 - 2002
• University of Southern California - Master's Degree, Guitar Performance 2009 - 2011
• College for Financial Planning - Master of Science in Personal Financial Planning (MPAS®), Financial Planning and Services 2018 - 2020