Relationships matter. Everything our office does is about being part of our clients' lives as their trusted financial team. Partnering with the families and businesses we serve in this way helps our clients achieve their financial goals with confidence. Our goal is to help our clients live their best lives by helping them make sound financial decisions. That is our passion. That is our why.
I've been fortunate to enjoy this wonderful career and serve our exceptional clients since 2005.
After graduating from San Diego State University, I established my business in Roseville and Granite Bay. I currently hold the CFP® and AAMS® professional designations.
My office team includes two extraordinary associates, Laurie Buendia and Angela Harris. Our team is passionate about delivering a one-of-a-kind client experience.
Through our established process, you can expect a comprehensive financial strategy tailored to your unique goals and situation. Our team sees you more as a partner than a client. I will work tirelessly on your behalf to help ensure you are on track to achieve your financial goals. Helping you reduce your taxes, being sure your investment mix is appropriate, evaluating your portfolio returns versus the risk you are taking as well as identifying additional risk mitigation strategies are examples of the high-level service you can expect from me. Not to mention, taking into consideration the financial legacy you may have.
In addition, I welcome the opportunity to work with your attorney, accountant and other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise.
Outside of the office, I enjoy spending time with my wife, Elizabeth, and our two daughters. From time to time, you can find me attempting to stay upright on the ski slopes, cheering on my Sacramento Kings or trying not to get lost on a mountain biking trail.
Let our team show you how we can make a difference.
- Retirement Income Strategies
- Estate & Legacy Strategies
- Insurance & Annuities
- Charitable Giving
- Employee Stock Options
- Entrepreneurs & Business Owners
My Personal Interests
- Spending Time with Family
- Sports Enthusiast
- Outdoor Enthusiast
- Health & Nutrition
Phone NumberAdam F Chervenak at (916) 791-7865
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