Adam N. Werner, CFP®, CPWA®

Senior Vice President, Advisor, Partner

San Diego, California

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Adam helps executives, small business owners, and retirees navigate complex planning decisions. He specializes in retirement planning and equity compensation strategies. His goal is to help clients align resources with meaningful life goals.
Adam joined EP Wealth in 2018 through the merger of an independent local advisory firm, where he spent nine years. He earned a B.S. in Management from San Diego State University. He holds the CERTIFIED FINANCIAL PLANNER™ and Certified Private Wealth Advisor® designations. He has also held leadership roles within the Financial Planning Association, including serving as a local chapter president.
Adam’s approach is structured, collaborative, clear, and education-focused. He clarifies trade-offs and builds actionable plans clients can follow. He believes consistent planning and proactive communication create long-term confidence.
Adam is an Eagle Scout and a lifelong outdoor enthusiast. He enjoys camping, backpacking, snowboarding, climbing, and sailing. He and his wife, Steffany, welcomed their son, Hudson, in 2021.