About
Making & Meeting Goals
Adam is an accomplished financial services advisor who has been in the financial services industry since 2002. Adam makes it a priority to know and understand both the Investment and Insurance industries to better educate and serve his clients.
Adam focuses his business on Financial Planning with an emphasis on his personal approach, tailored for each client’s specific situation. He places his client’s needs, goals and objectives at the forefront of his recommendations. His abiding passion is to provide top-level service to his clients while helping them reach their financial destination.
Adam graduated from Fresno Pacific University in 2001 with a degree in Business Administration. He has been with Investment Centers of America since February of 2007.
Adam helps people who are serious about saving money to reach future financial goals by engaging clients to new ways of thinking about these goals so they can have greater peace of mind.
Services
- Retirement Planning
- College Savings Plans
- Investment Management
- Financial Planning