Adam is a Senior Vice President – Financial Advisor in the Senior Consulting Group at RBC Wealth Management. The Senior Consulting Group is a highly regarded level of recognition at RBC Wealth Management. Before joining RBC in 2018, Adam worked at some of the largest firms on Wall Street, including UBS Financial Services and Morgan Stanley.
Adam grew up in Mission Viejo, CA and received his BA in Communications from UCLA. In 2020, Adam earned the CERTIFIED FINANCIAL PLANNER™, CFP®, designation. The rigorous education, training, and heightened ethical standards, underline his approach to retirement/financial planning, portfolio construction, asset allocation, personalized advice and tailored financial solutions.
Adam is a volunteer Emergency Medical Responder as well as an active member of CERT (Community Emergency Response Team) with The Manhattan Beach Fire Dept and City of Manhattan Beach and was awarded a Manhattan Beach Fire Department Lifesaving Award and Key to the City for saving the life of a choking toddler. He also held a variety of volunteer positions with Sir Richard Branson’s charitable foundation, Virgin Unite, including Auction Chair for its annual LA based Gala, “Rock the Kasbah.” Adam is a multi-time Ironman Triathlon and Marathon finisher. In his free time, he enjoys running, cycling, swimming, snowboarding and fantasy football.