About
Prior to joining Wealth Enhancement, Adam ran his own online business, where he developed valuable skills in customer service and business management; demonstrating sound technical knowledge and problem-solving abilities. He prioritizes creating a personal and welcoming client experience while working with the team to answer all client service questions and inquiries in a timely manner.
Outside of the office, he enjoys spending time outdoors, whether he is hiking in the local mountains, at the dog park, or shooting hoops with his friends.
Education
- BA, Finance, Minor, Real Estate, Santa Clara University
Current Clients
Contact me via email or my team at the top of the page.
Your complimentary consultation
During your no-obligation meeting, you will:
Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
Already a client of Wealth Enhancement? Schedule your consultation in your client portal.
Schedule an initial consultation