Adam is a financial advisor for Retirement Benefits Group. Adam started his finance career in 2016 with SagePoint Financial. He built his early practice around private wealth management. Since then he has evolved into institutional consulting, servicing corporate retirement plans, including Defined Contribution, Defined Benefits, and Non-Qualified Plans. Adam focuses on investment fiduciary responsibilities, providing benchmarking, investment due diligence, comprehensive employee education, and contract negotiations. As an integral part of RetirementDNA, Adam spearheads the division of Retirement Benefits Group that focuses on the biotech and life science industries. RetirementDNA has served as the Premier Supplier of corporate retirement plans, executive benefits and employee financial education services for BIOCOM members for over ten years now. Adam specializes in designing, customizing and implementing investment and retirement plans.
He currently lives in University Heights, which is a historic neighborhood in Uptown San Diego. He enjoys the excitement of city life, the irie vibe of the beach and mountain activities like camping and hiking. Adam enjoys traveling and learning about different cultures. He has a passion for music and sports; actively golfing and snowboarding. Growing up in Buffalo, NY, Adam has a deep appreciation for the Southern California lifestyle.
- Adam is FINRA series 7,66, 63 and 6 securities registered with Triad Advisors.
- He also holds his life, health and variable insurance license.
- In 2009, Adam graduated from Niagara University with a dual bachelor’s degree in Marketing and International Business Management.
- Financial Education