Adam Bourk, CFP®, is a Principal at CLA, where they deliver integrated wealth advisory and public accounting services. Previously, Adam served as a Regional Relationship Manager at Beaumont Capital Management from 2009 to 2017, and as an Account Executive at Fidelity Investments from 2000 to 2009, assisting clients with investment and retirement plans. Adam holds a Bachelor of Science in Business Management from Bryant University, which they completed in 2000.
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