Adam Robinson, CFP®, AIF®
Adam Robinson is the founder and CEO of SevenWealth LLC. As an independent advisor with Commonwealth Financial Network®, he works with physicians, entrepreneurs, non-profits, and movers and shakers in the corporate world. He has 22 years experience in wealth management, specifically in the areas of financial planning, investment and retirement consulting which also include stock options, insurance, taxes, estate and business succession planning.
Adam’s credentials include a BBA in finance from Stephen F. Austin State University, a CERTIFIED FINANCIAL PLANNER™ (CFP®) certification from the College of Financial Planning, and the Accredited Investment Fiduciary® (AIF®) designation. Adam is a multi-year Five Star Wealth Manager*, and has been acknowledged in Texas Monthly, 5280 and Forbes magazines. Before founding SevenWealth in 2005, Adam spent eleven years gaining a wealth of knowledge and experience at American Express Financial Advisors, Ernst & Young LLP, and PricewaterhouseCoopers LLP.
Adam is passionate about helping people who are committed to making a difference in the lives of others and has created the Stephanie Robinson Foundation, a charitable organization that benefits leukemia and lymphoma patients and their caregivers. Adam has since completed four marathons to benefit the Leukemia & Lymphoma Society and the Stephanie Robinson Foundation. In 2009, Adam married Sara, and together they have four children, Lili, Henry, Ben and Sam.
Putting down roots in Boulder county in 2014, Adam established a new business home for SevenWealth in Niwot, and Sara started her career as an Oncologist with Rocky Mountain Cancer Centers. When Adam is not working, he enjoys running, biking, hiking, skiing, golfing, fishing and an occasional adventure race. He is an avid sports fan, and despite his great love for Colorado and admiration for the Broncos, he remains a loyal Dallas Cowboys fan. Adam and Sara are members of Flatirons Community Church, and enjoy being a part of the local community. If you’d like to visit with Adam, he can be reached at [email protected]
*Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 2,146 Denver area wealth managers were considered for the award; 262 (12 percent of candidates) were named 2019 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please www.fivestarprofessional.com