With over a decade of experience, Adam Kaufer, CFP® Professional serves as the vice president and a financial advisor at Prism Financial. His focus is on identifying opportunities for firm growth while nurturing his relationships with current clients and onboarding new ones.
As a fellow military veteran, Adam served nearly five years of active duty with the United States Army. His tenure included a 16-month deployment to Southwest Asia. Adam is a 2006 graduate of Lafayette College in Easton, PA with a dual major in Engineering and Economics/Business. At Lafayette, he participated in the Reserve Officer Training Corps and was commissioned as a second lieutentant in the U.S. Army Air Defense Artillery branch upon graduation. After completing active duty, he joined the Pennsylvania Army National Guard as a Captain in 2010.
Adam earned his MBA through Trident University International while serving active duty in the U.S. Army. As a strong proponent of continuous improvement and education, Adam went on to earn an Advanced Master’s Certificate in Lean Six Sigma through Villanova University.
Before starting his journey as a financial advisor, Adam found inspiration in helping his father invest and teaching his fellow soldiers how to budget and utilize their retirement savings accounts. Today, Adam serves others by helping his clients pursue their financial goals
Over the years, Adam found he can bring the most value to those who are open to learning and motivated to improve. He understands that financial planning is foreign to most people, and he enjoys serving as a teacher and mentor to those seeking financial wellness.
Outside of the office, Adam is active in a number of organizations including:
- Fort Mifflin on the Delaware Board Member
- Free and Accepted Masons of Pennsylvania - Lodge No. 2
- Financial Planning Association
- Navy League of Philadelphia
- Penn Mutual Veterans Scholarship Association
He currently resides in Philadelphia, PA with his wife, Anneliza, and their son, Freddie. Adam is a self-proclaimed animal-lover, with a large cat and energetic dog at home. When he is not in the office, you’ll find sports and adventure enthusiast Adam traveling, enjoying musical theater shows or visiting his favorite restaurants.
O 215.515.3953 • M 570.466.5868 • F 215.220.2672 • email@example.com
2138 Saint Albans Street, Philadelphia, PA 19146