ADAM OERTHER, CFP®

 

Adam O final-2INVESTMENT MANAGER

ADV Supplement

Adam Oerther is a Certified Financial Planner™ with a B.S. degree in Finance and a minor degree in Entrepreneurship from the University of Florida. He has been part of B&C Financial Advisors since 2012 and sees understanding the financial goals of the client as a must.

Adam believes that getting to know our clients is essential to be able to manage their accounts with trust and confidence. He makes it his duty to learn the wants and needs of his clients to ensure their investments make the impact they desire. Adam works hard to make each and every client’s financial goal a reality.

Adam is a people person that does his best to be involved in the community however he can. He participates in beach clean-ups and has volunteered at The Players Championship Tournament in Ponte Vedra. In his spare time, his activities include working out, golfing, going to the beach, cooking and eating great food.