Charles Adi specializes in assisting individuals, families and business owners in attaining financial freedom by doing the most with what they have. By matching individual situations with suitable financial strategies, Mr. Adi provides each client with their Financial Blueprint, a comprehensive report that integrates cash flow, tax, insurance, and investment planning strategies, geared towards achieving each individual’s desired objectives. With Financial Blueprint in hand, his aim is to empower individuals to make informed financial decisions and confidently state, “When life happens, I will be prepared.”
Mr. Adi has over 10 years of experience in the financial service and accounting industry and is a speaker on numerous financial planning concepts and topics. Upon graduating from Louisiana State University with a B.S. in Accounting, Mr. Adi spent several years with a Global Accounting firm prior to joining Wealth Development Strategies in 2010.
Mr. Adi holds the Series 7 (General Securities Representative), the Series 66 (Uniform Investment Adviser) FINRA securities registrations along with the Texas Life, Accident and Health Insurance license, and offers fee-based planning services through Wealth Development Strategies Investment Advisory Services, Inc., a Registered Investment Advisor registered to offer investment advisory services solely in the state of Texas. Mr. Adi participates in several nonprofit and civic organizations including the Financial Planning Association of Houston, National Association of Black Accountants and the United Way, to name a few. A member of Omega Psi Phi Fraternity Inc., lover of the arts, and supporter of the youth, Mr. Adi routinely donates his time and resources to initiatives and organizations supporting their cause.