Adam Werner
CFP®, CPWA®
EP Wealth Advisors
Wealth Advisor, Vice President
Adam Werner
CFP®, CPWA®
EP Wealth Advisors
Wealth Advisor, Vice President
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Adam Werner, CFP®, CPWA®
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Adam Werner joined EP Wealth Advisors after nine years with Donnelly Wealth Advisors, Inc., where he helped clients understand their financial and life goals and worked with them to create sound financial plans. Adam grew up in Sacramento, California and spent much of his youth playing sports and camping in the Sierra Nevada Mountains as a Boy Scout. He is an Eagle Scout and during the summers of 2008–2009 he worked as the Program Director at the Camp Winton Boy Scout Camp. While attending San Diego State University, he spent six months studying abroad near Hong Kong at the University of Macau. Adam was also active in San Diego State’s Professional Business Fraternity, Alpha Kappa Psi, and now is the President of the San Diego Alumni Chapter. He is currently a member of the San Diego Financial Advisors Network. Adam enjoys traveling the world and outdoor activities such as backpacking, rock climbing, and snowboarding.
EP Wealth Advisors is a fee-only registered investment advisory and financial planning firm headquartered in Torrance, California. EP Wealth manages over $16.1 billion in AUM as of December 31, 2022. With offices from coast to coast, EP Wealth combines the resources of a large firm with a local approach to provide client-centric financial planning, wealth management and investment management services to individuals and businesses. EP Wealth continues to grow and enrich the lives of our clients and team and has been recognized as a leader in the RIA space by multiple financial and industry publications, including Barron's 2022 list of top RIA’s, Financial Planning’s top firms of 2022, and many more at both the national and regional level. The firms Torrance headquarters has been named a Best Place to Work by the Los Angeles Business Journal, and several advisors and functional leaders have been named to varied "Best", "Rising Star" and "40 Under 40" lists.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Adam Werner is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Adam Werner is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
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Adam Werner is a Certified Private Wealth Advisor ® (CPWA®)The CPWA certification is an advanced professional education and certification for advisors who provide the breadth of specialized skills required to meet the needs of high-net-worth clients. This certification requires advisors to develop advanced knowledge and skills to address the wide range of complex issues faced by wealthy individuals and families, including portfolio strategies, wealth transfer, family dynamics, risk management, asset protection, closely-held business ownership, charitable giving, estate planning, retirement planning, and more. Fewer than 1% of financial advisors have achieved the CPWA certification.
Contact Adam Werner
Office Locations:
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5151 Shoreham Place
Suite 270
San Diego, CA 92122 -
18301 Von Karman Ave.
Suite 410
Irvine, CA 92612
