Integral Wealth Planning

CONNECT

Address:

12 SE 7th St, Suite 825
Ft. Lauderdale, FL 33301

Phone:

(954) 541-5154

Fax/Other:

(954) 206-0945

Billal Adam, CFP®

Billal Adam, CFP®

Financial Advisor

Born & raised in Southern Africa, Billal learned the importance of budgeting and proper financial planning early in life. Watching and working in his family’s business as it grew from a small textile manufacturing company with less than 10 employees to become one of the largest multi-industry private employers in Botswana, he quickly gravitated towards all matters financial in the business including payroll, equipment-financing and long-term budget strategy. He settled in Boca Raton, Florida after attending Florida Atlantic University’s College of Business and holds dual Bachelors degrees in Marketing-Advertising and Management.

 

Billal began his career in the Financial Industry in 2011 at Morgan Stanley, joining one of the largest teams in South Florida. Starting as a part-time Service Associate with greater aspirations, quickly growing his role to Wealth Management Analyst, obtaining the Series 7 & 66 licenses and CERTIFIED FINANCIAL PLANNER™ designation along the way. After several years of assisting clients with defining and planning for their financial goals Billal and fellow CERTIFIED FINANCIAL PLANNER™ Matthew Novak recognized the limitations of larger brokerage firms and made the decision to form Integral Wealth Planning. This move to an Independent Financial Advisory firm enables them to focus on true financial planning, while expanding the products and solutions they can offer to clients.

 

“The importance of financial planning and effects it can have on a client’s family cannot be understated. I find fulfillment knowing that I can make a positive impact in helping clients gain a deeper understanding of financial markets and guiding them through the complex matters of financial planning they face. I especially enjoy when I can identify out-of-the box solutions to add value while reducing risk exposure and strategies to improve tax-efficiency.” – Billal Adam, CFP®

Mobile Phone (561) 923-5424
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck