San Diego, California Office
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Adam is a senior vice president and wealth advisor with over 20 years of experience in the financial and sports management industries.
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Prior to joining EP Wealth in 2024, Adam held roles at RBC and Wells Fargo, focused on advising professional athletes in the NFL and other professional sports organizations
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Adam earned his B.A. in Mass Communications from University of California, Berkeley.
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Outside of the office, Adam enjoys cooking and doing any outdoor activity--learning how to play golf as of late. He also enjoys traveling with his wife and daughter.
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You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.
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