San Mateo, CA
As Vice President of Fisher Investments’ Private Client Group, Adam serves investors throughout the United States. He would be pleased to review your current financial situation, discuss your investment goals and objectives, and help determine whether Fisher Investments' approach might benefit you.
Adam graduated from University of California, Santa Barbara with a Bachelor’s degree in both Economics and Political Science. He began working for Fisher Investments in 2012. He is licensed with a series 65 to provide financial advice on behalf of the firm as an Investment Advisor Representative but does not hold any license to sell financial products as Fisher Investments is not a broker-dealer.
His breadth of knowledge across the financial services industry allows him to help you understand the multitude of investing options currently available. He can also help you understand how professional money management compares to other alternatives, empowering you with the information necessary to find the best “fit” for your investment needs.
Please contact Adam for our latest Stock Market Outlook or other helpful investing guides (more information about these on the right). Simply complete the request form below and indicate the items of interest, and we will promptly email these to you at no cost.