AeroLeads people directory · profile
Adam Gourley, Cfa, Cfp® Email & Phone Number
Wealth Advisor and Portfolio Manager
at
Sonoma County Wealth Advisors
1 work email found
@cnb.com
1 phone found area 800
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Wealth Advisor and Portfolio Manager
Location
Beverly Hills, California, United States
Company size
Who is Adam Gourley, Cfa, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Adam Gourley, Cfa, Cfp® is listed as Wealth Advisor and Portfolio Manager at Sonoma County Wealth Advisors, a with 4733 employees, based in Beverly Hills, California, United States. AeroLeads shows a work email signal at cnb.com, phone signal with area code 800, and a matched LinkedIn profile for Adam Gourley, Cfa, Cfp®.
Adam Gourley, Cfa, Cfp® previously worked as Entertainment Wealth Advisory Team at City National Bank and Private Client Intern at Alpha Wealth Management And Planning. Adam Gourley, Cfa, Cfp® holds Business Administration, Finance & Economics from Sonoma State University.
Company email context
Email format at Sonoma County Wealth Advisors
This section adds company-level context without repeating Adam Gourley, Cfa, Cfp®'s masked contact details.
*@cnb.com
71% confidence
AeroLeads found 1 current-domain work email signal for Adam Gourley, Cfa, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Adam Gourley, Cfa, Cfp®
Adam Gourley is Vice President and Senior Wealth Advisor with City National Bank’s Entertainment Wealth Advisory Team. In his current fiduciary capacity, Adam is responsible for developing client relationships and providing personalized advice within the areas of investments, estate and financial planning for entertainment professionals.Adam earned a Bachelor of Science in Finance and a Minor in Economics with Distinction from Sonoma State University. He holds the Chartered Financial Analyst and CERTIFIED FINANCIAL PLANNER™ designations, the FINRA Series 7 & 66 securities licenses, and a California insurance license. Adam is also a member of the CFA Society of Los Angeles and the Financial Planning Association of Los Angeles.In his spare time, Adam enjoys outdoor recreation, cooking and playing music. He also loves traveling and has visited six continents, all 50 states and about half of our National Parks.
Listed skills include Financial Analysis, Public Speaking, Teamwork, Sales, and 6 others.
Current workplace
Adam Gourley, Cfa, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Sonoma County Wealth Advisors
6 roles
Adam Gourley, Cfa, Cfp® work experience
A career timeline built from the work history available for this profile.
Entertainment Wealth Advisory Team
Current
Nov 2013 - Present
Private Client Intern
Alpha Wealth Management And Planning
Feb 2013 - May 2013
Chief Financial Officer
The Associated Students, Inc.
Dec 2011 - May 2013
Intern
Aug 2010 - Jan 2011
Bank Teller
Jul 2009 - Jul 2010
Team & coworkers
Colleagues at Sonoma County Wealth Advisors
Other employees you can reach at cnb.com. View company contacts for 4733 employees →
MO
Michael O'Malley
Colleague at Sonoma County Wealth AdvisorsUnited States
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NC
Nataly Castro
Colleague at Sonoma County Wealth AdvisorsLos Angeles, California, United States
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NH
Nicole Hopponen
Colleague at Sonoma County Wealth AdvisorsGreater Phoenix Area, United States
View →
JL
Jeff Leventhal
Colleague at Sonoma County Wealth AdvisorsChino Hills, California, United States
View →
MS
Monica Salih
Colleague at Sonoma County Wealth AdvisorsLos Angeles Metropolitan Area, United States
View →
RM
Ryan Mcguckin
Colleague at Sonoma County Wealth AdvisorsNew York City Metropolitan Area, United States
View →
NM
Nicole Madison
Colleague at Sonoma County Wealth AdvisorsUnited States
View →
SB
Sara Buenabad
Colleague at Sonoma County Wealth AdvisorsLos Angeles, California, United States
View →
RB
Randy Barton
Colleague at Sonoma County Wealth AdvisorsBirmingham, Alabama, United States
View →
SK
Shahe Kassardjian
Colleague at Sonoma County Wealth AdvisorsOrange County, California, United States
View →
Michael O'Malley
Colleague at Sonoma County Wealth AdvisorsUnited States
View →
NC
Nataly Castro
Colleague at Sonoma County Wealth AdvisorsLos Angeles, California, United States
View →
NH
Nicole Hopponen
Colleague at Sonoma County Wealth AdvisorsGreater Phoenix Area, United States
View →
JL
Jeff Leventhal
Colleague at Sonoma County Wealth AdvisorsChino Hills, California, United States
View →
MS
Monica Salih
Colleague at Sonoma County Wealth AdvisorsLos Angeles Metropolitan Area, United States
View →
RM
Ryan Mcguckin
Colleague at Sonoma County Wealth AdvisorsNew York City Metropolitan Area, United States
View →
NM
Nicole Madison
Colleague at Sonoma County Wealth AdvisorsUnited States
View →
SB
Sara Buenabad
Colleague at Sonoma County Wealth AdvisorsLos Angeles, California, United States
View →
RB
Randy Barton
Colleague at Sonoma County Wealth AdvisorsBirmingham, Alabama, United States
View →
SK
Shahe Kassardjian
Colleague at Sonoma County Wealth AdvisorsOrange County, California, United States
View →
2 education records
Adam Gourley, Cfa, Cfp® education
Business Administration, Finance & Economics
Personal Financial Planning Certificate
FAQ
Frequently asked questions about Adam Gourley, Cfa, Cfp®
Quick answers generated from the profile data available on this page.
What company does Adam Gourley, Cfa, Cfp® work for?
Adam Gourley, Cfa, Cfp® works for Sonoma County Wealth Advisors.
What is Adam Gourley, Cfa, Cfp®'s role at Sonoma County Wealth Advisors?
Adam Gourley, Cfa, Cfp® is listed as Wealth Advisor and Portfolio Manager at Sonoma County Wealth Advisors.
What is Adam Gourley, Cfa, Cfp®'s email address?
AeroLeads has found 1 work email signal at @cnb.com for Adam Gourley, Cfa, Cfp® at Sonoma County Wealth Advisors.
What is Adam Gourley, Cfa, Cfp®'s phone number?
AeroLeads has found 1 phone signal(s) with area code 800 for Adam Gourley, Cfa, Cfp® at Sonoma County Wealth Advisors.
Where is Adam Gourley, Cfa, Cfp® based?
Adam Gourley, Cfa, Cfp® is based in Beverly Hills, California, United States while working with Sonoma County Wealth Advisors.
What companies has Adam Gourley, Cfa, Cfp® worked for?
Adam Gourley, Cfa, Cfp® has worked for Sonoma County Wealth Advisors, City National Bank, Alpha Wealth Management And Planning, The Associated Students, Inc., and The Walt Disney Company.
Who are Adam Gourley, Cfa, Cfp®'s colleagues at Sonoma County Wealth Advisors?
Adam Gourley, Cfa, Cfp®'s colleagues at Sonoma County Wealth Advisors include Michael O'Malley, Nataly Castro, Nicole Hopponen, Jeff Leventhal, and Monica Salih.
How can I contact Adam Gourley, Cfa, Cfp®?
You can use AeroLeads to view verified contact signals for Adam Gourley, Cfa, Cfp® at Sonoma County Wealth Advisors, including work email, phone, and LinkedIn data when available.
What schools did Adam Gourley, Cfa, Cfp® attend?
Adam Gourley, Cfa, Cfp® holds Business Administration, Finance & Economics from Sonoma State University.
What skills is Adam Gourley, Cfa, Cfp® known for?
Adam Gourley, Cfa, Cfp® is listed with skills including Financial Analysis, Public Speaking, Teamwork, Sales, Task Management, Team Leadership, Asset Management, and Wealth Management.
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