About Adam

Hi, I’m Adam Meyers.

I have a passion for finance and taking care of people, having had successful careers as a College Unit Director with Northwestern Mutual and Private Banker with JP Morgan Chase Private Client. Much of my focus is on individuals and families using the Financial Concierge Model. I am the Go-To person in a clients’ financial life.

A lifelong Californian, I live in Ventura with my wife Heather, daughters Alanna, Karra and Devin.

Even with a busy family and career, I have also found time to give back to the community. I am a Board Member of Ventura Charter School and have volunteered my time to foster children in Ventura County as a Court Appointed Special Advocate.

I hold a Bachelor Degree in Business Management and Series 6, 63, 66 and 7.