Adam Vega

About Adam Vega

Adam helps to empower high net-worth individuals by guiding them to making informed and measured financial decisions.Adam focuses on financial comprehension, and helps to educate individuals about securing their financial security, legacy, and lifestyle.Adam believes his experience working with a diverse range of clients has provided him with an exceptional level of interpersonal and presentational skills and furthermore has helped develop him to be very hands on with his approach. Adam believes a key differentiator is his understanding and recognition that everyone’s economic and life situations are unique and constantly evolving. Adam believes personalized service in addition to this understanding helps with matching clients with the right financial strategies and services.Adam was previously Vice President of Business Networking International’s Revival Chapter and actively volunteers with the National MS Society and the Special Olympics. Adam graduated from Florida International University with a Bachelor’s in Business Administration degree in Finance. Adam completed the CFP® Professional Education Program through the University of Miami. He is also an active member of the National Business Aviation Association and the Aircraft Owners and Pilots Association

Experience

1. President, Wealth Advisor

   Avance Private Wealth Management

   Mar 2021 — Present · US

   Our mission is to help hard working people navigate the complex world of investing as a cornerstone to achieving their financial goals. Making complex matters simple is my passion and my goal. Working as the purest form of a fiduciary, I work tirelessly to be the financial partner that people can trust in forming multi-generational relationships related to wealth accumulation, maintenance and distribution.Advisory services offered through Gladstone Institutional Advisory, LLC, a registered investment advisor. Gladstone Wealth Partners and Gladstone Institutional Advisory are separate entities from AVANCE Private Wealth Management.

Education

• Florida International University - College of Business

  Business, Finance

  2003 — 2009

• University of Miami

  CFP® Certification Professional Education Program

  2014 — 2015

Skills

• Asset Allocation
• Mutual Funds
• Securities
• Finance
• Financial Analysis
• Portfolio Management
• Strategic Financial Planning
• Wealth Management
• Investment Advisory
• Investments
• Asset Management
• Asset Managment
• Retirement Planning
• Finra
• Series 65
• Forecasting
• Alternative Investments