Adam Kohler oversees the financial planning process at JJ Burns. He helps to simplify the complexities of clients’ financial lives in order to assist them on the path toward realizing their short and long-term goals. Adam also manages the planning team, researches financial planning strategies, and provides educational seminars to advisors, business partners, and clients.
Adam holds a B.A. in Philosophy from Dowling College and an M.A. in Philosophy from Stony Brook University. He is a CERTIFIED FINANCIAL PLANNER® professional and a Behavioral Financial Advisor (BFA).
On the personal side
Adam lives in Babylon, New York with his wife Jessica and daughters Lily and Aubrey. He hasn’t shot an apple off anyone’s head yet, but does indulge in target archery whenever he gets a chance. On a tamer note, Adam also loves to go birding and play board games.
What Adam brings to the table
Adam can’t cook, but holds his own as the designated cocktail master, mixing a mean Old Fashioned at family functions.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
