Adam is a California native, gaining notoriety from being a producer on financial talk radio shows heard on AM870 “The Answer”, 790 KABC, and 1150 “The Patriot.”

Adam’s unique ability to listen, identify and understand an individual’s specific needs has helped him build lasting relationships with his clients. He maintains consistent contact with them by providing them with updates on their accounts and current financial events. Because of his holistic approach, he can design a personalized long term, comprehensive, financial plan that fits their specific needs. 

Adam gives financial literacy seminars weekly on topics ranging from retirement readiness, Social Security maximization and asset allocation. He is also a professor at Santa Monica College, Glendale College, East Los Angeles College, and a frequent financial guest speaker at all Los Angeles and Ventura County Association of REALTORS®. 

Adam has helped hundreds of people retire with his extensive knowledge of retirement planning and goes the extra mile to ensure their holistic strategy stays synchronized with their goals and needs as they change with the current economic landscape.