Adam Oates is a Paraplanner at Peak Planning Group, where he supports clients throughout every stage of their financial planning journey. He is actively pursuing his CERTIFIED FINANCIAL PLANNER® certification.  

Adam graduated from Appalachian State University in 2019 with dual majors in Finance & Banking and Risk Management & Insurance. He brings a strong technical foundation, attention to detail, and a genuine commitment to client service to his role.  

Adam lives in Raleigh with his wife, Megan, and their daughter, Charlotte. Outside of work, he enjoys playing golf and spending time with his family.