Adam Werner, CFP®
Donnelly Wealth Advisors
Adam began working at Donnelly Wealth Advisors, Inc. (DWA) as an intern while attending San Diego State University. He graduated with a B.S. in Management in December 2009 and then joined the team full time. He is a Certified Financial Planner™. Adam helps client’s understand their financial and life goals and works with them to create a sound financial plan. He works closely with Brad Owen and Richard Donnelly on the firm’s portfolio design and manages the implementation of the investment strategies.
Adam grew up in Sacramento, California and spent much of his youth playing sports and camping in the Sierra Nevada Mountains as a Boy Scout. He is an Eagle Scout and during the summers of 2008-2009 he worked at the Boy Scout Camp, Camp Winton as the Program Director. While attending San Diego State University, he spent six months studying abroad near Hong Kong at the University of Macau in Macau. Adam was also active in the school’s Professional Business Fraternity, Alpha Kappa Psi, and now is the President of the San Diego Alumni Chapter.
Adam enjoys traveling the world and outdoor activities such as backpacking, rock climbing, and snowboarding.
5151 Shoreham Place, Suite 270
San Diego, CA 92122