Adam Werner

Adam Werner, CFP®, CPWA® is a seasoned financial professional with extensive experience in wealth management and financial planning. Currently serving as Vice President and Wealth Advisor at EP Wealth Advisors since June 2018, Adam specializes in helping clients identify and achieve their financial and investment goals, whether they are long-term ambitions such as retirement or short-term objectives like purchasing a home. Prior to this role, Adam was a Financial Life Planner at Donnelly Wealth Advisors, where similar responsibilities were undertaken. Adam's early career included positions as a Research Analyst at Gateway Partners and Program Director at Camp Winton for the Boy Scouts of America, along with an internship focused on asset management and marketing strategies. Adam holds a Bachelor of Science degree in Management from San Diego State University and has participated in Dale Carnegie training.