Adam Stadalius, CFP®, is an Associate for Henssler Financial. His responsibilities include managing client accounts on a day-to-day basis and working with clients to develop, implement, and monitor their financial plan.
He joined the firm in November 2017 as a Client Service Associate supporting the firm’s Financial Planners and Associates in meeting preparation, compiling accurate client review data, and addressing client concerns. In 2018, he was promoted to Financial Planner, and in 2022 was promoted to Senior Financial Planner after passing the CERTIFIED FINANCIAL PLANNER™ exam. Mr. Stadalius works closely with Senior Managing Associate and Principal Jennifer Thomas, CFP®.
Prior to joining the firm, Mr. Stadalius worked as a Transportation Analyst with Capital Transportation Solutions, LLC, performing account management for customers. Mr. Stadalius earned his Bachelor of Business Administration in Finance and Financial Management Services at Kennesaw State University, and completed the Online CFP® Certification Education Program through the University of Georgia. Mr. Stadalius is a CERTIFIED FINANCIAL PLANNER® Certificant.
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.
