Savings Coach » About

About the founder of Savings Coach and author of the Playbook

Adam Funk, CFP®, MSF

Coach Funk is a Certified Financial Planner™ who received his undergraduate degree from the University of Michigan and his Masters degree in Finance from Walsh College of Accounting and Business Administration.  Adam has been creating the low cost Playbook and Coaching Program to educate and motivate beginning investors going back ten years.  He shares his knowledge and experience he has gained over the years in which he has held various positions within the finance industry from assisting clients with their $33 bounced check fees, to helping companies in raising upwards of $800 million in private equity offerings.

He has originated home loan mortgages for Quicken Loans, became Series 7 and insurance licensed while at Merrill Lynch to sell investment products, managed a local bank branch for TCF Bank, underwrote commercial business loans for TCF as well as personal auto loans for Chrysler Financial, and most recently managed operations for The Bank of NY Mellon equity plans group and 144A private unregistered securities platform.