985 Moraga Road, Suite 203, Lafayette
(925) 385-6200 | www.spiegelmanwealth.com
People spend a lifetime working hard to accumulate wealth. Let Adam and his team help plan out the next chapter in life. For over 20 years Adam has honed his financial planning skills, working diligently with individuals and families. He is passionate about helping people lead a retirement free of financial worries. Adam’s vast financial knowledge and industry experience has made him an expert in his field. He is a second generation wealth manager, after learning the business from his father. As a fourth generation San Franciscan he is deeply embedded in Bay Area culture and community. Adam is honored to have been recognized as a Chairman’s Retreat advisor, an honor bestowed to the top 3% of his organization.
Adam Spiegelman is a Registered Representative and Investment Advisor Representative with/and offers securities and advisory services through Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Advisor.