Principal and Financial Advisor
Adam has been in wealth management for nearly two decades. Originally from the Midwest, Adam came to California with the United States Marine Corps. After four years of service, with stints both stateside and overseas, Adam was honorably discharged in 1998.
Later that year, Adam began his financial services career at Wachovia Securities Advisors, where he specialized in retirement planning and portfolio construction. Four years into his career, Adam was recruited by a money management firm to build investment portfolios for financial advisors and their clients. Over the next 14 years, Adam worked in that role in both the San Francisco Bay Area and here in the South Bay.
“Throughout my career, I’ve been passionate about making a difference in my clients’ lives,” Adam says.
That passion and focus led Adam to partner with Larry Bakerjian at South Bay Asset Strategies.
Adam lives in Redondo Beach with his wife, Bianca, and their three children, Kainoa, Logan, and Kaitlyn. He is an avid sports fan and automotive enthusiast. Larry is working hard to make him a Formula One fan.
Check the background of this investment professional on FINRA’s BrokerCheck.