Rob Adams, CFP®

Rob Adams, CFP®

Senior Financial Advisor

Robert Adams, CFP®, is a Senior Financial Advisor at MACRO Consulting Group and brings with him more than two decades of diverse experience in the financial services industry. As a Financial Advisor, Rob maintains all aspects of the client relationship, including conducting financial analysis, comprehensive portfolio recommendations, and client review meetings. He actively monitors clients’ investments and overall portfolio performance to ensure that they remain on track, working towards their long-term financial goals.

Prior to joining MACRO Consulting Group, Rob worked at a mutual fund company that provided financial advisors with unique solutions to help diversify and manage risk in their clients’ portfolios. Rob’s extensive background in the financial services industry also includes working as a financial advisor for one of the largest brokerage firms in the U.S., and as a financial planner for independent investment advisory firms in both Florida and New Jersey. Rob strongly believes in the benefits that an independent financial advisory firm like MACRO Consulting Group can bring to clients, such as customization, accountability, transparency and advice you can trust.

Rob holds the CERTIFIED FINANCIAL PLANNER™ designation and has successfully passed the FINRA Series 7, 63, 65 and 24 exams.

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