Adam is a CERTIFIED FINANCIAL PLANNERTM professional and a Chartered Retirement Planning CounselorSM. A graduate from California State University Sacramento, he obtained his Bachelor of Business Administration degree in finance with a major in financial planning and a minor in risk management. In 2020, Adam joined our team and has since been dedicated to serving clients to achieve financial independence. He has prior experience in leadership roles and is passionate about helping others live their dreams. Adam and his family currently reside in El Dorado Hills.
Adam enjoys staying active by running, weight training, and going on walk with his wife. He also enjoys reading, playing TTRPGs, and listening to people talk about things they are passionate about.
Fun Facts:
- What is your proudest accomplishment?
Marrying my wife and becoming a Financial Planner are my top two.I'm also really good at folding socks.
- What is your dream occupation?
It's a tossup between a Trial Attorney and a Space Cowboy. Both?
- What is the most unusual item in your office?
A brass 18th century sundial compass that was gifted to me for graduation. I love antiques and things that remind us of our history. It sits next to an ancient data storage device called a 'Rolodex.'
What do I enjoy most about being a financial planner?
It is incredibly fulfilling to be a positive influence in our clients' lives. Guiding them through the planning process, building meaningful relationships, and witnessing them achieve their goals is a true blessing. Sharing in their joy is one of the most rewarding aspects of my work.