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May 18-20, 2022
Hilton San Francisco Union SquareSan Francisco, CA

H. Adam Holt CFP, ChFC
Founder & CEO at Asset Map

Profile

H. Adam Holt has been a financial advisor for over 20 years, during which time he has helped build and manage his wealth management firm to over $1B in assets under management. Adam is known for his early adoption of technology to build trend-setting client experiences. This mindset let him to found Asset-Map, LLC, a fintech firm dedicated to creating engaging visual communication tools used throughout the customer and advisor journey.

Adam obtained his Bachelors of Science in Economics and Environmental Planning from Rutgers University in New Brunswick, an MBA from Drexel University, and a Certificate in Retirement Planning from Wharton School of Business at the University of Pennsylvania.  Adam also attended the American College where he earned his Chartered Financial Consultant® designation.



Speakers at this event