Adero Partners
Bob Adams has extensive experience in the financial advisory and management sectors. As the founder and president of Pacific Advisory Group, Inc. from October 1987 until its merger with Vista Wealth Management in January 2012, Bob played a critical role in shaping the firm. Following the merger, Bob served at Vista Wealth Management until retirement in June 2021. Prior to founding Pacific Advisory Group, Bob founded and presided over Fundamental Economics, Inc. from August 1981 to September 1987 and held the position of National Account Manager at IBM from June 1968 to August 1981. Bob Adams holds a Master of Business Administration (MBA) and a Bachelor's degree from SJS University, obtained between 1966 and 1968.
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Adero Partners
We have been providing independent financial counsel to individuals and families since 1999. Clients throughout Silicon Valley to New York choose Adero Partners because of our Family CFO approach to their financial goals. Adero is driven to: - Provide world class investment results - Be transparent and act as a fiduciary for our clients - Create wealth plans that work - Work tirelessly to do what we commit to - Employ intelligent, passionate professionals Please visit our website to learn more about how we approach wealth management and meet some of our wonderful people. Bay Area • Santa Monica • Portland DISCLAIMER: The information contained on this site is for informational purposes and should not be considered a recommendation or investment advice. This profile should not be considered a solicitation of services. Links to websites and other resources operated by third parties are provided solely as a convenience and there can be no assurance as to the accuracy or completeness of the information.