Adam J. Curry, CPA, CFP®

Financial Advisor

Lafayette

Adam Curry joined our sister CPA firm as an intern in 2001. After graduating from the University of Louisiana at Lafayette, he joined the CPA firm as a Staff Accountant in 2003. In the years since then, his responsibilities have increased — first in the role of Tax Manager, and in 2014, to Partner. With extensive experience in the areas of individual and business taxation, and multistate taxation, he currently serves on the firm’s Tax Committee and leads the firm’s Accounting Services department.

In 2007, Adam began providing wealth management services to clients, working with professionals and business owners in a variety of fields. Today, in his roles as a CPA and a CERTIFIED FINANCIAL PLANNER™ professional, he works closely with the firm’s wealth advisors, assisting clients with a broad variety of their financial planning needs, including investment management, retirement planning, and others.

Professional and Educational Accreditations

  • Certified Public Accountant, CPA
  • CERTIFIED FINANCIAL PLANNER™ professional
  • Has passed FINRA Series 7 and Series 66 exams
  • Registered Representative, 1st Global Capital Corporation
  • B.S., Accounting, Summa Cum Laude, University of Louisiana at Lafayette

Civic and Professional Activities

  • Member, American Institute of Certified Public Accountants
  • Member, Society of Louisiana Certified Public Accountants