Adam specializes in comprehensive retirement planning, stock option and executive compensation, and small business owners. It’s his personal mission to help people understand their life goals and make sound financial decisions to accomplish them. Adam joined EP Wealth Advisors (EPWA) in 2018, after nine years with Donnelly Wealth Advisors, Inc (DWA). DWA was a local, independent investment advisory and financial planning firm. DWA merged their practice with EPWA in May of 2018 and Adam became a Vice President and Partner at EPWA. Adam graduated from San Diego State University, earning a B.S. in Management. He holds the CERTIFIED FINANCIAL PLANNER™ and Certified Private Wealth Advisor® des
Adam Werner
Vice President and Wealth Advisor
EP Wealth Advisors
United States, California, San Diego
About Me
Profile Information
Vice President and Wealth Advisor
EP Wealth Advisors
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
San Diego
California
United States
Jun 25, 2025
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