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Adam Broughton, CFP®, CPWA®

Adam Broughton, CFP®, CPWA®

Financial Adviser

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location of Adam Broughton, CFP®, CPWA®Austin, Texas, United States

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  • Timeline

  • About me

    Tax-intelligent financial and investment advice to help high performers avoid mistakes and confidently navigate the journey from high earner to High-Net-Worth

  • Education

    • Azusa Pacific University

      2004 - 2006
      Bachelor of Arts - BA Business Administration and Management, General

    • UCLA Extension

      2008 - 2010
      Certificate in Personal Financial Planning

    • Yale School of Management

      2021 - 2021
      Wealth Management Theory & Practice

    • California Lutheran University

      2007 - 2008

  • Experience

    • Ameriprise Financial Services, Inc.

      Nov 2007 - Jan 2008
      Financial Adviser

    • Financial services company in the Inland Empire, CA.

      Dec 2007 - Sept 2012
      Financial Adviser

    • Independent Financial Group, LLC

      Oct 2012 - Jul 2015
      CFP® Professional

    • Orange County Advisors in Philanthropy

      Jan 2014 - Oct 2015
      Education Committee Chair

    • PBL Wealth Management, LLC

      Jul 2015 - now
      Founder | Family Wealth Adviser

  • Licenses & Certifications

    • CERTIFIED FINANCIAL PLANNER™ Professional

      CFP Board
      Jan 2012
      View certificate certificate

    • Investments & Wealth Institute Member

      Investments & Wealth Institute
      Jun 2020
      View certificate certificate

    • CERTIFIED PRIVATE WEALTH ADVISOR℠ Professional

      Investments & Wealth Institute
      Jun 2021
      View certificate certificate