For over 20 years, Adam has been a trusted advisor to high net worth individuals, their families, and their closely held businesses. Adam has extensive experience advising his clients in regards to wealth building, wealth management, wealth transfer, and charitable ambitions.
- B.A. Cornell University
- Certified Financial Planner (CFP)
- Member of the American Institute of Certified Public Accountants (AICPA)
- Member of the California Society of Certified Public Accountants (CalCPA)
- Member of the Tax and Personal Financial Planning Sections of the AICPA