About Us

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 Educated Wallet was founded by Adam and Diane Tafoya to help individuals gain clarity and confidence around their finances. Adam Tafoya, an Investment Advisory Representative, has spent over a decade working with individuals who were never taught the fundamentals of investing, saving, tax efficiency, or building financial systems to support long-term financial goals and retirement planning.

Educated Wallet provides an alternative to traditional investment firms by offering education, guidance, and accessible advisory services without large institutional minimums. The firm’s focus is on helping individuals understand their financial options so they can make informed decisions aligned with their personal circumstances and long-term objectives.

Adam Tafoya is a contracted Educator through the NM Public Education Department.

Learn more about how taxes affect your retirement and how to use them to your advantage.