Adam Scherer

Founder of Greenbeat Financial, Director of Curriculum & Instructor at Boston Institute of Finance at Executive Development Center

Schools

  • Executive Development Center

Expertise

Links

Executive Development Center

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

Videos

Courses Taught

Other experts

Looking for an expert?

Contact us and we'll find the best option for you.

Something went wrong. We're trying to fix this error.