Adam is Retirement Consultant with RetirementDNA (RDNA). Adam built his early practice around private wealth management. Since then, he has transitioned his focus to institutional consulting, servicing corporate retirement plans. Adam’s experience consists of fiduciary compliance, investment due diligence, comprehensive employee education, and contract negotiations. As the name suggests, RetirementDNA works closely with the Biotech and Life Science industries. Adam spearheads the division of RDNA that is partnered with Biocom California. RetirementDNA has been Biocom’s purchasing group supplier for over 10 years, ensuring retirement benefits for the life science industry.

Interests

Adam lives in Kensington, a historic neighborhood in Uptown San Diego. He enjoys the excitement of city life and the vibe of the beach. When he is not working, Adam enjoys mountain activities like camping and hiking. He enjoys traveling and learning about different cultures. He has a passion for music and sports, with an ongoing battle of figuring out his golf game. Growing up in Buffalo, NY, Adam has a deep appreciation for the Southern California lifestyle.

Education

FINRA series 7,66, 63 and 6 securities registered with Triad Advisors and Resources Investment Advisors.
He also holds his CA Life, Health and Variable Insurance license.
Adam graduated from Niagara University with dual bachelor’s degree in Marketing and International Business Management.

CRD#6607151