Gabe Adams, a registered investment advisor representative, has been working in the financial services industry for the past seven years.
As a wealth advisor at Beta Wealth Group, Gabe works with clients across all areas of wealth management, including investment management, retirement planning and cash flow management. He also assists clients with account transfers, qualified retirement plan rollovers and deposits and withdrawals. Gabe brings a straightforward and honest approach to wealth management and takes pride in ensuring that all clients get the personal attention they deserve while ensuring that their financial needs are properly met.
Prior to joining Beta Wealth Group, Gabe worked for an Estate Planning law firm and attended law school. He later transitioned to the financial services industry and worked as a Trust Administrator for a Trust Company in Boston, worked as a registered representative for an LPL Financial office and was the lead Service Financial Advisor for an independent financial firm in San Diego. He holds a Bachelors degree from Rutgers University, where he graduated with honors and was a division one tennis player. Gabe is currently studying for his CFP designation.