Adam Sclafani - Rodgers & Associates

Adam Sclafani, CFP®, CRPC®

Certified Financial Planner™ Professional

adam sclafani

Joining Rodgers & Associates gave me a chance to become part of a team that values my contri­bu­tions and welcomes new ideas. I believe the firm encourages team members to help each other and know that this will ultimately result in deliv­ering the best service possible to our clients.

Adam joined Rodgers & Associates in 2019 after gradu­ating from Temple University with a bachelor’s degree in Business Admin­is­tration. The Great Recession of 2008–2009 sparked his interest in becoming a financial adviser. His interest turned into a passion as he realized that economic events affect everyone, and many need guidance.

Adam chose to specialize in retirement planning because it is such a crucial phase of life and misman­aging it can be disas­trous. Mistakes can create hardships for people who are attempting to optimize their retirement. He enjoys being able to help free up time in clients’ lives so they can pursue whatever they want in retirement. They’ve worked hard, and he recog­nizes that it is very rewarding for them to not have to worry about finances. In college, Adam learned about the core areas of financial planning and was surprised by how inter­con­nected every­thing really was once he entered retirement planning. An action in one part of your strategy can negatively impact other goals. Unless you are well versed in all aspects of retirement planning, you can end up with some unpleasant surprises.

Adam majored in Financial Planning at Temple University and worked as a tutor for intro­ductory finance courses at the Fox School of Business. He passed the CFP® Certi­fi­cation Exami­nation in 2019. He was born and raised in Lancaster County, and is glad to be serving a community he considers home. He is always excited to learn something new or try something different and feels that this is the best way to develop and grow as a person. When he is not devel­oping retirement plans for clients, you might find him playing golf with friends, watching football, and learning about history.

  • Certified Financial Planner logo

    Certified Financial Planner®

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    Financial Planning Association®

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    The National Association of Personal Financial Advisors®