Adam Rude, CFP®, CIMA®, RMA®
Adam has been helping clients to untangle and demystify their financial lives and work toward their goals since 2004. He takes a holistic, highly personalized approach to financial planning and investment management that focuses on helping clients to align their resources with their objectives and to understand the dynamic balance of investment risk and opportunity.
“My role is all about helping clients get from point A to point B in their lives – even and especially when those points or places aren’t always clear,” he says. “I take the most satisfaction from cases where I can simplify a difficult situation or concept for a client and help them choose a course that they feel comfortable with and that addresses their goals.”
Adam began his tenure at Gayle Lob Financial Strategies in 2004, became a partner in the successor firm, Lob Planning Group, in 2012 and partnered with Stratos Wealth Partners in 2017 to assume majority ownership of the firm. Lob Planning Group was renamed Claricity Wealth & Planning in 2022.
In addition to being a CERTIFIED FINANCIAL PLANNER™ Professional, Adam earned the Certified Investment Management Analyst® certification, administered by Investments & Wealth Institute and taught in conjunction with the Yale School of Management. He earned a B.S. in Management from New York University’s Stern School of Business.
Adam has active board memberships on the Westchester Public/Private Partnership for Aging Services and UJA Federation of New York’s Westchester Business and Professional Division, is a Trustee of Congregation Sons of Israel in Briarcliff Manor, NY, is a member of the Westchester Community Foundation’s Professional Advisory Council and is a past Executive Board Member of the Putnam County Estate Planning Council. Adam is a patented inventor, a guitarist and songwriter and a long-suffering (but patient!) fan of the New York Mets, Knicks, and Giants. A self-described geek with social skills, Adam enjoys travel, just about every form of the Arts and being spoiled by his wife’s cooking.
Adam resides in Briarcliff Manor, NY with his wife and enjoys watching his twin sons on their journey into adulthood.