Charles Adi specializes in helping individuals, families, and business owners attain 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, he aims to empower individuals to make informed financial decisions and confidently state, “When life happens, I will be prepared.”

Mr. Adi has over 15 years of experience in the financial services 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 before entering the financial service industry.

Mr. Adi is a CERTIFIED FINANCIAL PLANNER^® professional. He also holds the Series 66 (Uniform Investment Adviser) FINRA securities registrations, along with the Texas Life, Accident, and Health Insurance License. In 2020, he launched Aligned Portfolios – an investment management platform that provides a pathway to invest in publicly traded companies that align with their values.

Mr. Adi participates in several nonprofit and civic organizations, including the Financial Planning Association of Houston, the National Association of Black Accountants, and the United Way of Greater Houston, 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.