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Gabe Adams, CFP®, CSRIC™, Manager, Financial Planning

Gabe Adams, CFP®, CSRIC™, Manager, Financial Planning

CERTIFIED FINANCIAL PLANNER ™ Professional, Advisor Resource Center

I aid our team in creating client's financial plans and have obtained the CERTIFIED FINANCIAL PLANNER™ and Chartered SRI Counselor™ designations. I have several years of experience in multiple areas of financial planning. I have worked for an estate planning firm, a trust company and, prior to joining the team, I was as an advisor for an independent RIA in the San Diego area. I graduated from Rutgers University with honors in 2017, where I was a division one tennis player.


I enjoy spending time with my wife Brittany and our two cats Randy and Larry. I enjoy traveling, watching my favorite New England professional sports teams, playing tennis, and visiting the great San Diego area breweries.

 

Gabe Adams is solely an investment advisor representative of The Wealth Consulting Group, and not affiliated with LPL Financial.