Adam Carey
CAP®
i
RICP®
i
Chartered Advisor in Philanthropy®
:
Applies deep, specialized knowledge and tools to help you articulate and advance your legacy for yourself, your family, and society.
Retirement Investment Certified Professional®
:
Applies deep, specialized knowledge to build a sustainable and holistic retirement income strategy, tailored to your situation and income sources.
Professional Profile
Office Location 109 W CHICORY XINGHENDERSONVILLE, NC 28739 My Expertise Philanthropic & Estate Planning, Retirement Income Planning Designations Held
CAP®
i
RICP®
i
Minimum Assets
$100,000 - $249,999
Minimum Income
less than $50K
Languages Spoken (self-reported)
English
Chartered Advisor in Philanthropy®
:
Applies deep, specialized knowledge and tools to help you articulate and advance your legacy for yourself, your family, and society.
Retirement Investment Certified Professional®
:
Applies deep, specialized knowledge to build a sustainable and holistic retirement income strategy, tailored to your situation and income sources.