Adam Werner new

San Diego, California

Adam N. Werner

CFP®, CPWA®
Wealth Advisor, Vice President
Education &
Certifications

CERTIFIED FINANCIAL PLANNER™ , Certified Private Wealth Advisor®

San Diego State University, B.S., Management

About Adam
Adam joined EP Wealth Advisors after nine years with Donnelly Wealth Advisors, Inc., where he helped clients understand their financial and life goals and worked with them to create sound financial plans. Adam grew up in Sacramento, California and spent much of his youth playing sports and camping in the Sierra Nevada Mountains as a Boy Scout. He is an Eagle Scout and during the summers of 2008–2009 he worked as the Program Director at the Camp Winton Boy Scout Camp. While attending San Diego State University, he spent six months studying abroad near Hong Kong at the University of Macau. Adam was also active in San Diego State’s Professional Business Fraternity, Alpha Kappa Psi, and now is the President of the San Diego Alumni Chapter. He is currently a member of the San Diego Financial Advisors Network. Adam enjoys traveling the world and outdoor activities such as backpacking, rock climbing, and snowboarding.
Wealth Management Team:

Client Service Associate

  • Help with account maintenance and balances
  • Help with wire transfers, and money movement
Trevin-OCain-e1551049044500

Trevin O'Cain

Client Service Associate

Financial Planner

  • Financial plan development
  • Implementation of planning recommendations
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Mike Ramirez

Financial Planner
CFP®

Portfolio Manager

  • Personalized Asset Allocation
  • Tax Efficient Investing
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Geniffer Takacs

Portfolio Manager
CFA
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