Adam M. Brooks, CFP®

Adam M. Brooks, CFP®

Managing Partner

Phone: (480) 258-6108
Fax: (480) 258-6099
E-mail:
 

Growing up in a family business, Adam has a unique perspective on the challenges and successes of being a business owner.  He’s seen first-hand the commitment and dedication required to develop and nurture an idea into a successful business venture.   As a result, his clients experience the same level of commitment and passion necessary to accomplish their goals and objectives.

As a CERTIFIED FINANCIAL PLANNERTM (CFP®) practitioner, Adam Brooks has been guiding individuals, businesses, and non-profit organizations toward their financial goals since 1993.  Adam, along with Lee Eisinberg, co-founded ABLE Financial Group in 2006 after forming their partnership several years earlier at RBC Wealth Management.

In addition to his work as a financial advisor, Adam has served as an adjunct faculty member of financial education courses.  He has taught a variety of courses at the community colleges within the Maricopa County and Central Arizona system, including “Successful Money Management Seminars” and “Rich Dad’s Cash Flow” courses.  Additionally, Adam previously hosted a radio show on KFNN 1510 AM for over two years called “The Truth about Money.”

Adam is a 1993 graduate of the University of Arizona, where he earned dual degrees in finance and accounting.  In 2003, he earned the CERTIFIED FINANCIAL PLANNERTM (CFP®) certification which requires a specific educational background, vast experience, a demanding examination, and high ethical standards.

When he is not serving the interests of his clients, he actively serves his community in a variety of leadership positions.  He recently completed a five year term on the Board of Directors of the Valley of the Sun Jewish Community Center, Adam is also a member of the Arizona Community Foundation’s Tax & Legal Seminar Committee, serving as the Incoming Chair for the 2014 and 2015 Events.

Adam lives in Scottsdale with his wife, Cindy, and their three sons, Jordan, Dylan and Cameron.  He’s active in his children’s lives.  In April 2013, he and his son, Jordan, completed the 1.5 mile swim from Alcatraz to raise money for Aquatic Safety and Training.