Adam Platt, CFP®
Relationship Manager
As a Relationship Manager, Adam provides comprehensive financial planning services for new and existing clients, guiding them through every stage of their financial journey. A CFP® professional with over 15 years of experience in the financial industry, he is dedicated to helping clients make informed decisions to achieve their long-term goals.
Adam began his career as an attorney focusing on estate planning and real estate, where he discovered how rewarding it can be to help people make confident decisions about their financial futures. His curiosity about investing led him to spend over a decade at Value Line, researching companies across a range of industries and deepening his understanding of how markets create long-term growth. Wanting to work more directly with individuals and families, Adam joined Bogart Wealth, first in portfolio management and then as a financial planner. After earning his CFP® certification, he brought his experience and client-first approach to Kendall Capital, where he helps clients build and protect their wealth through personalized financial planning.
Adam earned his bachelor’s degree in finance from the University of Florida and his Juris Doctor from Brooklyn Law School. He became a Certified Financial Planner™ professional in 2025. Originally from New York, Adam now lives in Gaithersburg, Maryland with his wife and two children. His family is active in the Shaare Torah community, where they participate in various local initiatives, and his daughter is proudly involved in the Girl Scouts of the USA.