Adam Funk CFP®, MSF(248) 246-1580
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. Adam has been creating the low cost Playbook and Coaching Program to educate and motivate beginning investors going back 17 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.
Coach Funk shares his secrets to navigating the banking and finance industry to accelerate your wealth, things that he has learned in his various roles over the years. 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 managed operations for The Bank of NY Mellon equity plans group and 144A private unregistered securities platform. Prior to entering the financial industry in 2001, Adam was a semi-professional freestyle skier and was part of a team who launched the companies Mogulskishop.com and Predator Mogulwear.