PARAPLANNER

Adam Schnopp, MSF, is a finance professional with experience in financial analysis, investment research, and paraplanning support. He holds a Master of Science in Finance with a concentration in Investment and Securities and applies a research-driven, analytical approach to financial topics.

Outside of his paraplanning role, Adam engages in educational discussions related to blockchain technology and digital asset markets, focusing on market structure, financial innovation, and the broader economic implications of emerging technologies, while excluding investment recommendations. He is known for clearly communicating complex financial concepts, maintaining a compliance-conscious approach, and emphasizing objective, educational dialogue within the financial services industry.

Outside of work, Adam enjoys hiking in the mountains and spending time at the Cheshire Cobble, a favorite overlook offering expansive views of the valley and Cheshire Lake. He played competitive soccer from age six through undergraduate years and continued through age twenty-seven. He enjoys strategy, role-playing, and first-person video games in his downtime. He also values spending time with friends and participating in trivia nights.

Balance Rock Investment Group works with LPL Paraplanning Services to support the development and execution of comprehensive financial plans. The financial planning support includes data migration, detailed data analysis, scenario creation, and cultivation of planning strategies to assist clients in pursuing their financial goals. LPL Paraplanning Services is a group of financial planning specialists including CFPs® and CPAs. LPL Paraplanning Services is not affiliated with Balance Rock Investment Group.