Adam Paulson, CFP^®

Designations and licenses

Adam is a CERTIFIED FINANCIAL PLANNER™ professional.

Experience and education

Adam focuses on new business development through Mariner’s Referral Partner Program (RPP). In this role, he provides communication, development and support to team members as well as hands-on involvement in the RPP sales strategy and process.

Adam has a bachelor’s degree with majors in finance and marketing from Indiana State University.

Personal interests

Away from the office, Adam enjoys spending time with his family outdoors.

Adam’s Office

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.