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Chief Compliance Officer

Adam Hardin

License: CA Insurance License #0G95609 – Series 24, 7, 6, 63, & 65 Securities Licenses, Insurance Agent Licenses – Life, Accident & Sickness, Property & Casualty, and Variable Annuity.

 

Adam was raised alongside four brothers in a suburb south of Atlanta, Georgia. When he was not immersed playing baseball and soccer, he could most often be found creating science experiments or developing the survival skills he learned through the Boy Scouts of America program. He has always been fascinated by the solar system and nature.

Over the last 15 years, Adam has worked in a variety of investment management and financial planning roles. He started his early career working at MAG Mutual Financial Services, which provided comprehensive financial planning and wealth management services exclusively to physicians and their medical practices.  He later went to work for a boutique financial planning firm catering to high net worth and affluent individuals. He simultaneously started a property and casualty insurance agency to address unmet liability exposures for his clients that he ran for several years. During that time he met Dan Ahmad and was able to work with him on several special projects.  

He kept in touch with Dan and was recently invited to join the Peak Financial team.  His primary focus is serving retirees and pre-retirees of all professions in the development of strategic plans for retirement.  His motto is “plan with a purpose.” As a financial advisor, Adam takes a holistic approach to understand his clients’ goals and concerns and customizes his recommendations to best fit each client’s needs. He is passionate about helping people develop better wealth management and retirement planning strategies.

Adam’s drive for excellence, compassion, and warm personality has led him to move his beautiful wife, Gabriel, and four wonderful children, Olivia, Carson, Bennett, and Wells across the county from Atlanta to become part of the “Peak Family” in Roseville, California. He is an avid outdoorsman and loves everything sports-related. Adam is a two-time cancer survivor who also speaks Russian, having served a two-year mission in Samara, Russia.  Adam is an active member of his church, community, and the Boy Scouts of America. 

Adam holds a bachelor’s degree from Troy University, active Series 24, 7, 6, 63, & 65 Securities Licenses along with Insurance Agent Licenses – Life, Accident & Sickness, Property & Casualty, and Variable Annuity.

Peak Financial Freedom Group
2520 Douglas Boulevard, Suite 110
Roseville, CA 95661

DISCLOSURE:

All presentation data is provided and intended to be used for general educational purposes only and is not intended as a solicitation for you to buy or sell any financial product.  By contacting Peak Financial Freedom Group, you may be offered additional information regarding the purchase of financial products. None of the material presented is intended to give you, nor are the presenters engaged in giving you, specific tax, investment, real estate, legal, estate, retirement, or financial advice, but rather to serve as an educational platform to deliver information; nor is it intended to show you how the strategies presented can specifically apply to your own tax, investment, estate, financial, or retirement position, but rather to offer an idea of how these principles generally may apply. Consult with a qualified investment, tax, legal, and/or retirement advisor before making any decisions.

Stocks, bonds, or mutual funds have risks and can lose principal, even with a stop loss, and there are no guarantees of gains, as past performance is not indicative of future positive investment results. Hypothetical examples are used to explain concepts and are not indicative of potential results you could receive. The sale or liquidation of any stock, bond, IRA, certificate of deposit, mutual fund, annuity, or other asset to fund a new portfolio and/or annuity may have tax consequences, early withdrawal penalties, or other costs and penalties as a result of the sale or liquidation. You can’t invest directly into a stock market index. A fixed index annuity with an income rider can protect your savings from losses and provide you guaranteed lifetime income, but you could incur surrender charges, gains aren’t guaranteed, you’ll pay a fee, and guarantees are backed by the financial strength claims paying ability of the issuing annuity company. If you place assets under management with our firm, we receive advisory fees for assets you place under management and commissions from insurance companies you buy products from. Seminars, radio shows, TV productions, book releases, magazine and book promotions are sponsored, promoted and paid for by Peak Financial Freedom Group, LLC.

Peak Financial Freedom Group LLC and Fiduciary Solutions LLC do not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by an unaffiliated third party, whether link to Peak Financial Freedom Group LLC’s web site or incorporated herein and take no responsibility therefore. All such information is provided solely for the convenience purposes only and all users thereof should be guided accordingly.

2019(1), 2020(2), and 2021(3), Five Star Professional Wealth Manager Award - Dan Ahmad and Jim Files have been nominated for and have won the 2019, 2020, and 2021 Five Star Wealth Manager awards. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Once awarded, wealth managers may purchase additional profile ad space or promotional products. Award does not evaluate quality of services provided to clients. The Five Star award is not indicative of the wealth manager’s future performance. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. Award winners represent an exclusive group of wealth managers who have demonstrated excellence in their field by satisfying 10 objective selection criteria. For additional information on the Five Star award, including a complete list of the 10 objective selection criteria and their research/selection methodology, go to https://fivestarprofessional.com.

Investment advisory services are offered through Fiduciary Solutions, LLC, a Registered Investment Advisor (CRD #148118). Insurance products and services are offered through PFFG Insurance Agency LLC, a licensed insurance agency (CA License #0N14013). Peak Financial Freedom Group, LLC is a financial planning and umbrella marketing organization, which enables the provision of multiple financial services under one brand. Peak Financial Freedom Group LLC, PFFG Insurance Agency LLC, and Fiduciary Solutions LLC are affiliated entities with common ownership and control. Jim Files is licensed as an investment adviser representative with Fiduciary Solutions LLC (CRD # 1620449) and is a licensed insurance producer with PFFG insurance Agency LLC (CA Insurance License #0F06511). Dan Ahmad is licensed as an investment adviser representative with Fiduciary Solutions LLC (CRD # 1491561) and is a licensed insurance producer with PFFG insurance Agency LLC (CA Insurance License #0732913).

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