Hired 12 times
6 years in business
(Pacific Time Zone)
Mon - Sat
7:00 a.m. to 7:00 p.m.
Photos and Videos
Personal Financial Planning
My husband and I have worked with an Advisor for many years but Adam and his team were able to point out what our other advisor never told us. Adam lowered our retirement fees and gave us guarantees. Already seeing better returns on my money as well! I would highly recommend Adam and his team because they will go above and beyond through the entire process. I completely trust him, and I feel extremely confident I will have a great retirement and never run out of money. Thank you Adam and the NARS team!Jul 22, 2018Verified
Adam was a life saver for me! He was able to quickly show me better solution to an old 401k that was sitting and not improving. He was prompt with any questions I had during the process and always maintained a professional approach all while presenting a friendly and knowledgeable repor with me. Adam has continued to maintain contact with me even after the completed conversation of my funds. He will check in to see if I have any questions or to give me an update on how my annuity is performing. I look forward to continueing to work with Adam in the future.Jul 31, 2018
Adam is incredibly responsive, transparent, and knowledgeable about all products. Was there whenever I had a question and keeps me updated all the time. I couldn't ask for better service. It feels good knowing I have someone like Adam with a long shelf life and knowing I'm set for retirement.Jul 23, 2018
Adam is very polite, attentive, punctual, and a great guy. He took the time to explain to me how the insurance plans would work for my family. I can truly say he is a great guy and a great friend. Thank you for being great and dillibent person Adam.Jul 17, 2018
Adam helped to relieve some of the stress during a difficult time after the death of my parents, very close together. He was very compassionate while still guiding me through the financial aspect of the situation.Jul 16, 2018
- What should the customer know about your pricing (e.g., discounts, fees)?I am able to market a broad array of financial education, tax advantages, products and services to fit any budget my customer has :)
- What is your typical process for working with a new customer?When meeting with a new client, I like to get to know you and for you to get to know me that way we can trust each other. I also want to understand your financial & life goals for me to fully help you the right way.
- What education and/or training do you have that relates to your work?All required California State Licenses, Certifications & Continued Educations