Adam Lesperance, CFP®,ChFC®, AIF®
Senior Partner and Financial Advisor,
Offices Served: Caro; Haslett; Williamston
Specialities: Wealth Management; Business Services; Financial Planning; Retirement Planning; Investment Management; Tax Planning; College Planning; Corporate Retirement Plans; Employee Benefits; Business Valuation; Estate Conservation
Adam began his career with CG Financial Services in 2000 and specializes in working with individuals preparing for retirement, with an eye towards maximizing wealth creation, tax savings strategies and mitigating risk. He also has extensive experience working with businesses, non-profit and governmental organizations on designing, implementing and maintaining retirement and employer benefits programs.
Adam has earned Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), and Accredited Investment Fiduciary (AIF®) designations. He holds Series 63 (Uniform Securities Agent State Law) registration and Life, Accident and Health licenses. He received his bachelor’s degree in finance with a concentration in personal financial planning from Central Michigan University.
He has served on various community and non-profit boards throughout his career and enjoys giving back to the community. In his free time, Adam enjoys golf, hockey, most any outdoor activities, traveling and spending time with his family.