• Firm: Adam C. Harding, CFP® Investments & Financial Planning
  • Job Title: Principal/Lead Adviser
  • Certifications: CFP®

Experience

Adam Harding blends financial science, modern technology, and complex planning techniques to help his clients pursue a better investment experience.

As the son of a private practice Certified Public Accountant (CPA), Adam received an early start in understanding the importance of building strong financial habits to achieve personal goals. As his first teacher, Adam's father ingrained into him the importance of tax-efficient savings methods, deferred gratification, and—by demonstration—the importance of taking care of "his people"​ (i.e. clients). 

Adam added to his original educational foundation with a completed study in economics (Arizona State University, BS), as well as the CERTIFIED FINANCIAL PLANNER™ (CFP) designation. 

His professional career has been, and will continue to be, focused on acting as a fiduciary for clients, serving as a sounding board for any and all financial matters, and, to quote his first teacher, "taking care of [his] people."

As a CERTIFIED FINANCIAL PLANNER™, Adam has demonstrated competency in comprehensive financial planning and has chosen to abide by a strict code of ethics.

Disclaimer: Nothing contained in this publication is intended to constitute legal, tax, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. The general information contained in this publication should not be acted upon without obtaining specific legal, tax, and investment advice from a licensed professional.

Education

Adam received his Bachelor of Science in economics from Arizona State University.

Quote from Adam Harding

“Adam Harding’s mission is to help individuals and families dissect and simplify complex financial situations. His specialties lie in portfolio management, financial planning, and helping clients analyze the economic tradeoffs in financial decision-making.”