Adam Booth, CFP, CFA

Born and raised in Westchester, IL, Adam studied finance at the University of Miami.  Prior to Northwestern Mutual, Adam worked as a portfolio manager at a private bank providing investment and financial planning services to high-net-worth families and business owners.

 

A Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA), Adam joined Steve at Northwestern Mutual in 2021.

Adam Booth

Adam and is married to Steve's daughter, Betsy.

They have three kids - Charlie, Sammie, and Maddie

The Booths

Professional Designations and Expertise

Certified Financial Planner (CFP®)

The Certified Financial Planner (CFP) certification represents excellence in financial planning. CFP professionals undergo rigorous training and experience requirements and pledge to uphold ethical standards that prioritize their clients' interests.  They offer a holistic, personalized approach to address all aspects of your financial life and are committed to acting as fiduciaries, ensuring they always prioritize your best interests for your financial confidence today and a secure tomorrow.

 

Chartered Financial Analyst (CFA®)

The Chartered Financial Analyst (CFA) charter is a professional designation awarded by the CFA Institute. Perhaps the most respected and recognized investment credential in the world, it demonstrates a mastery of advanced investment analysis and portfolio management, emphasizing ethical practice.  The CFA Program is a three-part exam that tests the fundamentals of investment tools, valuing assets, portfolio management, and wealth planning.

Service - Expertise - Integrity