Adam Farid joined Adero in 2023 with over six years of financial planning and wealth management experience. Adam began his career in 2017 working on the financial technology side of the business for the leading comprehensive financial planning software company in the industry. In 2020, he joined a nationally recognized wealth management firm servicing high-net-worth individuals providing services in tax planning, investment management, estate planning, retirement planning, and insurance solutions. dam graduated from San Diego State University with a BA in Economics. He is a CERTIFIED FINANCIAL PLANNER™ professional.