Adam Hale, CFP®, EA

Senior Financial Planner

Walnut Creek, California

Adam helps clients evaluate complex decisions through an integrated financial planning and tax perspective. He works closely with advisors and clients to connect financial choices with broader goals for flexibility, purpose, and long-term quality of life.
With a multidisciplinary background spanning small business, agriculture, research, and education, Adam brings a broad perspective to his work at EP Wealth. His earlier experience includes business ownership, operations management, university research, and educational program development, providing practical insight into challenges families and business owners often face. He holds an M.S. in International Agricultural Development and is a CERTIFIED FINANCIAL PLANNER™ professional and Enrolled Agent (EA).
Drawn to financial planning after becoming more involved in managing his own finances and helping family members with theirs, Adam believes planning should help clients make informed choices while creating greater freedom in how they use their time and resources.
Outside of work, he spends much of his free time gardening and growing food for his family. He also enjoys biking, hiking, backpacking, museums, galleries, and live music throughout the San Francisco Bay Area.