Adam Werner, Cfp®, Cpwa® Email & Phone Number

Greater San Diego Area

As a Wealth Advisor, I help our clients understand their financial and investment goals and set in motion a plan to accomplish them. These goals can be large or profound such as retiring or starting a business; or they can be smaller, short term, such as buying a home or getting out of debt. The investment accounts we manage for our clients help enable these life goals to be achieved.

San Diego

As a Financial Life Planner, I helped our clients understand their financial goals and set in motion a plan to accomplish them. These goals can be large, profound goals; such as retiring or starting a business. These goals can also be small or short term, such as buying a home or getting out of debt.On the investment side of our business, I am actively involved in the management of our client's assets. I conduct market and economic research, which we use to create the investment and portfolio strategies for our clients.

Report and track client’s assets in terms of account creations, transfers and closes. Develop and prepare marketing methods and pieces. Analyze client accounts for financial growth opportunities. Organize and create effective processes for tracking client's asset allocations.

Program Director for Golden Empire Council summer camp, Camp Winton. Interviewed, trained, and managed the 50 person staff. Developed and oversaw the overall camp program. Created, promoted and supervised innovative High Adventure programs.

Research and select companies for Buy-Side acquisition or merge in the $20 to $250 million range.

Assisted customers with acquiring their necessary outdoor supplies, as well as educate them on product information.

Bs, Management

Activities and Societies: Active member of the Professional Business Fraternity, Alpha Kappa PsiStudied abroad at the University of Macau.

Education record