LPL Financial
Adam Correa, CFP®, CEPA, BFA™, serves as Vice President and Financial Planning Success Consultant at LPL Financial since March 2020, where leadership is provided to a team focused on enhancing advisor growth through financial planning services. With a background that includes roles as Wealth Advisor at California Bank & Trust and Wealth Planner at Zions Bancorporation, Adam has extensive experience in retirement planning, investment management, and comprehensive financial solutions. Prior roles include Financial Planning Analyst at eMoney Advisor and Financial Advisor Assistant at CFG Wealth Management, showcasing a strong foundation in client relations and financial education. Adam holds a Bachelor of Applied Science in Finance and Financial Services from San Diego State University and has furthered education with studies at the University of Oxford.
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LPL Financial
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LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer. LPL serves independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices.