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For over 16 years, Adam has provided financial services and private wealth management advice, excelling in financial modeling, portfolio construction, and risk management. He holds Series 7, Series 63 and Series 65 registrations as well as the prestigious CIMA® designation. Fewer than 2% of financial services professionals hold CIMA® certification, which is delivered by Investments & Wealth Institute™ and is the only credential designed specifically for investment advisors and consultants.
Prior to founding Strong Valley Wealth & Pension, Adam was a Vice President of Investments in the Private Client Group of Wells Fargo Advisors. Before beginning his career in the securities industry, Adam provided middle-market mergers and acquisitions services and succession planning to small and mid-sized businesses. He is a graduate of the University of Illinois at Urbana-Champaign with both a bachelor's degree and an M.B.A. in Finance. Adam was a standout collegiate wrestler earning three All-American honors and an NCAA National Championship in 2001.
Adam currently lives in Clovis with his wife and three children. He continues to stay deeply involved in the local community through scholastic sports by coaching and mentoring 6th through 12th-grade student-athletes.
Nobody can control the market, let alone tomorrow. But at Strong Valley you know that you always have someone in your corner looking out for what’s the very best for you.
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