Adam Bourk

  • Senior Wealth Advisor
  • CLA Naples
  • CliftonLarsonAllen Wealth Advisors, LLC

Education

Adam graduated from Bryant University in Smithfield, Rhode Island with a Bachelor of Science in Business Management degree, is a CERTIFIED FINANCIAL PLANNERĀ® practitioner, holds a Life, Health, and Annuities license (Florida)

Overview

  • Personal, Estate, and Business Succession Financial Planning
  • Comprehensive Retirement and Financial Planning for Individuals and Families
  • Strategic Portfolio Design and Investment Management
  • Insurance Planning for Estate and Business Transition Liabilities
  • Retirement Services Planning for Small and Emerging Businesses

Upcoming speaking engagements

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Resources and event materials

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In the community

Adam is a member of the Financial Planning Association (FPA), and the Estate Planning Council of Naples.