Financial Planning Associate
Adam joined the Golub Group in January 2019. As a Financial Planning Associate, he works with the Private Client Group to provide advisory and planning services to the firm’s clients.
Prior to joining the Golub Group, Adam worked for a boutique advisory firm in Sacramento, helping to develop and implement holistic planning, investment, and tax services. He graduated from the University of California, Davis with a Bachelor’s of Science in Psychology.
A Bay Area native, Adam is thrilled to be a part of the Golub Group and live closer to his family. In his free time, he’s often curled up with a book and his Boston Terrier, Ellie.