Adam Scherer
Founder of Greenbeat Financial, Director of Curriculum & Instructor at Boston Institute of Finance at Executive Development Center
Biography
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
Greenbeat Financial: Financial Plans & Bicycle Gears
Meet Your Professor: Adam Scherer
Greenbeat Financial: Welcome
Greenbeat Financial: About Us
Greenbeat Financial: Our Services
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