Adam Ariosa, CFP^® AAMS^® joined SFG Wealth Management in 2011, following the start of his financial services career in 2008. He is a seasoned financial planner dedicated to helping individuals pursue their retirement dreams. With over a decade of experience in the industry, Adam specializes in retirement planning strategies tailored to toward each client's unique goals and circumstances. He is passionate about guiding clients through the complexities of retirement income planning, investment management, and estate planning.  Adam's approach combines expertise with a personal touch, aiming to build long-term relationships based on trust and proactive financial guidance.

Education:

Loyola Blakefield, Towson, MD

Roanoke College, Salem, VA – Bachelor of Business Administration with concentration in Finance. Member of Men’s Lacrosse team.

College of Financial Planning – Accredited Asset Management Specialist Certification (AAMS®)

Boston Institute of Finance – CERTIFIED FINANCIAL PLANNER™ (CFP®) designation

Volunteer:

Loyola Blakefield Alumni Association – Board of Governors

Golfer’s Charitable Foundation – Board Member

Church of Good Shepherd – Vestry Member

Good Shepherd School in Ruxton – former board member

Other organizations – Habitat for Humanity, First Fruits Farm, Shootout for Soldiers, The Franciscan Center, The Baltimore Station

Personal:

                Lives with wife Jackie, their two children and dog in Lutherville, MD

                NCAA College Lacrosse Official

                Interests: golf, tennis, fishing, live music, and spending time outdoors