Specialties
About Me
With over 20 years of financial planning and investment experience, Adrian offers a wealth of knowledge in comprehensive financial planning, retirement planning strategies, business retirement plans and wealth preservation strategies.
He focuses on developing and implementing customized wealth planning strategies that enable clients to both optimize the wealth they have already achieved and proactively align their financial lives with future goals. He also works in collaboration with clients’ legal and tax advisers to address estate planning and tax management issues. Adrian is a CERTIFIED FINANCIAL PLANNER™ certificant (CFP®), a designation awarded by the Certified Financial Planner Board of Standards, Inc., and he also holds the Chartered Financial Consultant® (ChFC®) designation awarded by the American College, the Chartered Retirement Planning Counselor™ (CRPC™) and the Accredited Portfolio Management Advisor™ (APMA®) designations awarded by the College for Financial Planning. He holds the Series 7, 63 and 65 registrations with Ameriprise Financial. Adrian graduated from San Diego State University with a B.S. in Business Administration (Finance) and received his M.B.A. with an emphasis in Finance from the University of Redlands. He is a San Diego native and currently lives in North San Diego with his wife, Red and sons: Gavin, Brayden, Jalen and daughter: Kalia. Adrian is active in his local and state wrestling communities as the Vice President of the San Diego Imperial Kids Wrestling Association and Kids Director for the California USA Wrestling Association. Outside the office, Adrian enjoys running, hiking, snowboarding and going on family vacations.
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Interests & Hobbies
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Credentials
CRPC, ChFC, CFP
Chartered Designations
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Disclosures
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks. An Associate with an Ameriprise Financial Franchise The named advisory practice is not itself a separately-registered investment adviser or broker-dealer. Ameriprise Financial cannot guarantee future financial results. Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation. Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value. Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser. Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.