Adam Bacher

Adam Bacher

Wealth Manager

Followers of Adam Bacher1000 followers
location of Adam BacherCity of Johannesburg, Gauteng, South Africa

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  • Timeline

  • About me

    Director at Delport Thomson Bacher Wealth Management -CFA® │ CFP® │ Life Centered Planner & Retirement Coach │ Helping clients get the best possible lives with the money they have.

  • Education

    • University of South Africa

      -
      Business/Commerce, General
    • CFA Institute

      2000 - 2002
      CFA Investments and Securities
    • University of the Free State/Universiteit van die Vrystaat

      -
      Postgraduate Diploma in Financial Planning Financial Planning and Services
  • Experience

    • Alexander Forbes

      Apr 2002 - Jan 2006
      Wealth Manager
    • Renaissance Wealth Management

      Feb 2006 - Sept 2010
      Wealth Manager
    • Adam Bacher & Associates wealth Management

      Oct 2010 - Oct 2021
      Owner
    • Delport Thomson Bacher Wealth Management

      Oct 2010 - now
      • Director

        Oct 2021 - now
      • Certified Financial Planner

        Oct 2010 - now
  • Licenses & Certifications

    • CFA Institute Charterholder

      CFA Institute
      Aug 2024
      View certificate certificate
    • CFP® Certification - Global Excellence in Financial Planning

      The Financial Planning Institute SA
      Jan 2024
      View certificate certificate