Adam Day
Adam Day
Adam Day
Wealthquest

Get in Touch

4850 Tamiami Trail N STE 301, Naples, FL 34103

Issues and needs

Relationships/Family, Financial secrets

Occupational specialties

Business Owners, Doctors/Dentists, Sales, Family Businesses/Family Enterprises, Pre Marriage

About

Adam was born and raised in Cincinnati. In 2007, he graduated from Northern Kentucky University with a degree in Corporate Finance. After finishing an investment banking graduate internship in London, he returned to Cincinnati to work in commercial banking at Fifth Third. Adam began his career in financial planning in 2011 with Northwestern Mutual where he focused on holistic financial planning. He earned the right to use the CFP® mark in 2014 and also his Certified Financial Therapist – 1™ in 2021, which helps clients understand their relationship with money and how it impacts their finances. Adam also studied financial planning at the American College and earned the Chartered Life Underwriter (CLU) and Retirement Income Certified Professional (RICP®) designations in 2016.

Adam is married to Kristin and they have a son, two daughters, and a house full of rescued animals. He enjoys learning about health and fitness, traveling with his family, golf, and soccer. He is a big supporter of his wife’s animal rescue foundation, youth mentorship and Back2Back Ministries.

Professional Specialty Areas

Issues and needs

Relationships/Family, Financial secrets

Occupational specialties

Business Owners, Doctors/Dentists, Sales, Family Businesses/Family Enterprises, Pre Marriage

Languages

English

Religious/Spiritual

Christian, Non-Denominational Spiritual

Disability/Ability

Sexuality

Heterosexual/Straight, LGBTQ+, Gay, Lesbian, Bisexual

Racial Identities

Hispanic, Latinx, Caucasian, East Asian, South Asian, Middle Eastern and North African, Black, or African American

About the Practitioner

Primary Professional Orientation

Financial

Delivery Method

Virtual, In person

Country

USA

Service Area

Florida, Ohio

Type of Service

Coaching, Financial Planning, Investment Management, Accounting, Estate Planning

Practitioner Gender

Male

Fee Structure

Flat fee, Assets under management

Practitioner Designations and Qualifications

Financial Therapy Designations

Certified Financial Therapist Level I - CFT-I™

Mental Health Designations

Financial Designations

Certified Financial Planner

Education

Graduate Certificate in Financial Therapy

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