Unclaimed
Adam Sclafani is a financial advisor at Rodgers & Associates. Adam has been in the financial industry since 2014, and has experience in financial planning, portfolio management, and retirement planning. Adam is a Certified Financial Planner, and is registered with the state of Pennsylvania and Texas. Adam provides financial planning services to individuals and families, and specializes in working with high-net-worth individuals and families.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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PA
11/23/2021 - Present
Rodgers & Associates (Lancaster PA)
Active
Inactive
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