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At a glance

Discipline
Financial Planner
Designations
CFP®
Firm
Sonoma County Wealth Advisors
Located
Santa Rosa

Adam Gourley

Financial Planner

Sonoma County Wealth Advisors — Santa Rosa

Practice

I have worked actively in the wealth management industry since 2013. I spent the first decade+ of my career as a bank advisor in Beverly Hills, CA where my clientele consisted solely of entertainment industry professionals and associated organizations. My primary responsibilities include drafting financial plans, creating appropriate asset allocations, and overseeing investment strategies based on clients’ unique personal and estate circumstances. In addition to being a CERTIFIED FINANCIAL PLANNER (CFP), I am also a Chartered Financial Analyst (CFA) charter holder.

Areas of work

  • Retirement distribution planning
  • Preparing comprehensive financial plans

At the council

Attends the dinner meetings through the October–May season and is listed in the member directory by discipline.