San Diego, California Office
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Adam specializes in comprehensive retirement planning, stock option and executive compensation, and small business owners. It’s his personal mission to help people understand their life goals and make sound financial decisions to accomplish them.
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Adam joined EP Wealth Advisors (EPWA) in 2018, after nine years with Donnelly Wealth Advisors, Inc (DWA). DWA was a local, independent investment advisory and financial planning firm. DWA merged their practice with EPWA in May of 2018 and Adam became a Vice President and Partner at EPWA.
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Adam graduated from San Diego State University, earning a B.S. in Management. He holds the CERTIFIED FINANCIAL PLANNER™ and Certified Private Wealth Advisor® designations.
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Adam is active within the Financial Planning Association and served as the local San Diego Chapter President in 2020. In 2021 Adam and his wife, Steffany, welcomed their first child, Hudson. Adam is an avid outdoor enthusiast, which started in his youth while becoming an Eagle Scout. Pretty much anything that was a Merit Badge are his hobbies today including camping, backpacking, snowboarding, climbing or sailing.
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