Adam Boyer, ChFC® in

Adam Boyer, ChFC®

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Director of Financial Planning at USAFrance Financials
📍 Greater Philadelphia, United States

As Director of Advanced Planning at USAFrance Financials, Adam Boyer specializes in complex financial strategies for the Franco-American community. A Chartered Financial Consultant (ChFC®) and graduate of Shippensburg University, his expertise covers cross-border wealth transfer, succession planning, and tax optimization.

He advises on niche topics such as utilizing trusts and life insurance for estate planning and developing financial strategies for funding higher education in the United States.

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Experience
20 Years
Current Role
Director of Financial Planning
Job Level
Mid-senior
Location
Greater Philadelphia, United States
Personality Overview

How Adam shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Adam cares about

Franco-American Finance
His work is dedicated to creating financial, tax, and succession strategies for clients navigating both the French and American systems.
Wealth Transfer
He frequently discusses tools like trusts, life insurance, and corporate structuring to optimize how clients pass on their assets.
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Career

Work history

1-2010
Director of Financial Planning
USAFrance Financials
3-2008
Financial Representative
National Financial Network
5-2004 - 8-2007
Financial Advisor
LPL Financial
In the press

Media appearances

Adam Boyer - USAFrance Financials - Forbes. Featured in Forbes
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Education
2000 - 2004
Bachelor of Science (BS)
Shippensburg University of Pennsylvania
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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