2900 Westchester Ave
What do you get when combine a CERTIFIED FINANCIAL PLANNER™ Professional, a patented inventor, a guitarist and songwriter and a self-described geek with social skills? You get Adam Rude, CFP®, that’s what.
Adam’s broad professional experience and creative problem solving abilities are outstanding resources for Lob Planning Group and have enabled the firm to implement advanced management techniques on behalf of its clients. In addition to his technical and technological responsibilities, Adam enjoys working with clients to develop and execute their financial plans.
“My role is all about helping clients get from point A to point B in their lives – even and especially when those points or places aren’t always clear,” he says. “I take the most satisfaction from cases where I can simplify a difficult situation or concept for a client and help them choose a course that they feel comfortable with and that addresses their goals.”
A graduate of New York University’s Stern School of Business, Adam resides in Briarcliff Manor, NY with his wife and children.