“We all have our families and friends, we all value all of it, but in different ways and different things. So, it's just so crucial to really find out what people value and what's most important to them.” – Adam Freeland
Whether he’s building relationships with clients or establishing a value system with his firm, Adam Freeland of Harford Financial Group understands the importance of teamwork. Tune in as Adam shares his journey from the military to financial services and what his day-to-day responsibilities look like as the firm’s managing principal. Among many topics, he dives into his military experience and how it has contributed to the way he runs his business, and why he puts so much focus on learning and training. As someone who transitioned to financial services as a second career, Adam also shares the importance of mentoring the next-generation of financial professionals. Aligning with his growth mindset, Adam explains how he’s trained himself to remain detail-oriented while also looking at the big picture, playing dueling roles to appropriately meet his clients’ needs.
In Episode 198: Providing a Financial Game Plan, Adam joins Cambridge CEO Amy Webber to discuss:
Certified Financial Planner™, Managing Principal
As the firm’s Managing Principal, Adam oversees the financial services practice with five financial planners and $480 million under advisement. Adam’s specialty is retirement income planning and taking a family’s portfolio and integrating it with Social Security and pensions to provide an income stream in retirement. He is a Retirement Income Certified Professional and is Certified in Long Term Care. Combined with his training as a CERTIFIED FINANCIAL PLANNER™ professional, he is able to provide holistic advice. He has been trained in coaching through the U.S. Navy and Dale Carnegie and combines his quantitative analysis with people skills to effectively communicate with clients.
Adam has had a very colorful professional background including working as a project manager and serving in the U.S. Navy as a Nuclear Engineer where he was the leader of 20 other nuclear trained operators. He also loves to work out, play sports, and help out at his church and support many local charities in Harford County.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Harford Financial Group and Cambridge are not affiliated.
Integrity, commitment, flexibility, and kindness are at the core of Cambridge’s values and drive the Spirit of Cambridge. Join our host, Cambridge CEO Amy Webber, for each Cambridge Stronger episode as she invites independent financial professionals to offer insight on how they integrate values and purpose in their care for their investing clients; and hear their stories on how they got their start as well as why they are in the advice profession.
The opinions expressed are those of the interviewees and do not represent the opinions or views of the interviewer and/or Cambridge.