Adam Palas, CFP®, CPA®, CLU®
President & Senior Financial Advisor
Since 2000, Adam has dedicated his career to helping individuals and families make informed, confident financial decisions. After earning his Finance degree from the University of Alabama, he relocated to Florida, where he obtained his Series 7 and Series 66 registrations. Over the course of his career, Adam has prepared thousands of tax returns and achieved the CFP®, CPA®, and CLU® designations—credentials that reflect his commitment to comprehensive, high-quality financial planning.
Adam co-owns Bridge Financial with his younger brother, Alex, and together they have proudly served clients for more than 18 years. Outside of work, he enjoys volunteering with local school PTAs and staying active in the community.
He is married to his wife, Christine, and they are the proud parents of two children: their daughter, Lyla, 14, and their son, Luca, 5.