Adam Kint

VP of Advisors, Financial Advisor

CFP®

Adam Kint is a CERTIFIED FINANCIAL PLANNER™ professional with over 25 years of financial sector experience. He holds a Bachelor of Science degree from the College of Business Administration at California State University, Sacramento, with a concentration in Marketing. Adam is an avid tennis player who lives with his wife Tami and children in Folsom, California.

Latest Insights


The role of digital assets in your estate plan: What high-net-worth investors need to know

Estate planning is a critical part of any comprehensive financial plan - but don't forget about your digital legacy when finalizing your plans.

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How to align your investment strategy with your retirement goals

As you approach retirement, your goals require more than just saving. Discover the power of a more tailored investment strategy.

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Tax alpha 101: How high-net-worth investors can boost returns by managing taxes effectively

Learn how striving for 'tax alpha' can help you keep more of your wealth by optimizing tax efficiency over time.

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