With more than 20 years of experience in wealth management and personal financial planning for high net worth individuals, families, and businesses, Adam understands the importance of simplicity, understanding, transparency, and trust in all transactions. Like one of his favorite American humorists and writers, Mark Twain, he also appreciates the wisdom that comes from having lived through complicated economic events: “I have always loved Mark Twain’s account of ‘being a boy of fourteen’ and seeing his father as ‘so ignorant I could hardly stand to have him around.’ When he got to be twenty-one, Twain says he was ‘suddenly astonished at how much his father had learned in just seven years’. It makes me laugh; but, at the same time, it speaks to how our views change with experience.” Adam’s considerable experience in personal finance is an asset for him and for his clients. He has coached clients through the Dot-com Bubble, the Great Recession, and the COVID pandemic. He has helped hundreds of families reach their personal and financial goals during challenging markets and difficult economic times. Adam can help you adjust your focus, improve your understanding, and pursue your goals with confidence. Adam has extensive capabilities in wealth transfer, estate and income tax strategies, portfolio design, risk management, and retirement planning for clients. Adam works collaboratively with many of our financial professionals around the country, as well as CPAs, attorneys, and other financial professionals.
CA Insurance License # OF29386
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