Adam
Roslovic
CFP®, CBDAâ„
Here to act in your best interests
About me
I graduated from The Ohio State University with a Civil Engineering degree in 1994, attained my MBA in 2001 and the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification in 2012. My career evolved from insurance risk management into financial planning, as I believe it’s my mission to equip people to retire with financial stability. Outside of work, I enjoy spending time with my family, serving at my church and rooting for the Columbus Blue Jackets.
Certifications
CERTIFIED FINANCIAL PLANNERâ„¢
Certified in Blockchain and Digital Assetsâ„
Education
Bachelor of Science, Civil Engineering - The Ohio State University
Master of Business Administration - Capital University
Visit one of our Locations
Columbus I - Columbus
8800 Lyra Drive
Suite 220
Columbus, OH 43240
Phoenix - Virtual Advisors
4742 N. 24th Street
Suite 400
Phoenix, AZ 85016
Working with Us
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Certain services provided on an educational and guidance basis only.
