Gabe Adams, a registered investment advisor representative, has been working in the financial services industry for the past eight years.
As a wealth manager at Beta Wealth Group, Gabe works with clients across all areas of wealth management and financial planning, including investment management, retirement planning, income tax planning and cash flow management and budgeting. He also assists clients with operational needs including account transfers, qualified retirement plan rollovers and deposits and withdrawals. Gabe brings a detail-oriented, honest approach to wealth management and he has a passion for assisting clients with their financial planning needs. He takes pride in providing excellent client service and making sure that all clients get the personal attention they deserve.
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 LPL Financial and was the lead Service Financial Advisor for an independent financial firm in San Diego. He holds a bachelor’s degree from Rutgers University, where he graduated with honors and was a division one tennis player. He enjoys spending time with his girlfriend, traveling, watching and playing sports and drinking San Diego craft beer. Gabe has fulfilled his education requirements for the certified financial planner (CFP®) designation through the College for Financial Planning CFP® certification professional education program and will sit for the CFP® exam in the future.
Gabe is an active volunteer in the community. He is currently a “Big” for Big Brothers Big Sisters of San Diego County. For the past several years, he has also served as a volunteer financial counselor to active duty Marines at Camp Pendleton through the Financial Independence Training program.