Adam Farid
Wealth Advisor at Focus Partners Wealth
- Role
- Wealth Advisor at Focus Partners
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About Adam Farid
Experienced business professional with a background in sales, customer service, financial and retirement planning. Strong analytical abilities and an aptitude for developing and maintaining relationships.Please note: I have turned off your viewing ability to my recommendation and endorsement features, because SEC regulations prohibit the use of client testimonials. Thank you for your generous recommendations and endorsements. Even though they aren’t posted for your viewing, know that I have received them all.
Experience
Wealth Advisor
May 2025 — Present · San Francisco, CA, US
Focus Partners Wealth is an organization of wealth, asset, and business managementresources that brings strength, innovation, and partnership to client relationships. Through acomprehensive range of services, we work with clients at every stage, helping them control theirfinancial future — whether that’s planning for retirement, preparing the next generation, orgrowing their business. We are dedicated to fostering meaningful growth for our clients. Ourteam of advisors works collectively to deliver personalized wealth planning strategies acrosslocal communities, placing our clients’ values, goals, motivations, and priorities at the heart ofeverything we do.Focus Partners Wealth is a registered investment advisor with the Securities and ExchangeCommission. Registration does not imply any level of skill or training. Additional informationabout Focus Partners Wealth is also available on the SEC\'s website at I post here is my opinion, not the opinion of my employer. This information is provided forgeneral information purposes only and should not be construed as financial, tax, or legal advice.Adero Partners merged with Focus Partners Wealth in May 2025.
Education
San Diego State University
Bachelor’s Degree, Economics
2013 — 2017
Skills
- Team Building
- Sales Operations
- Customer Service
- Public Speaking
- Microsoft Office
- Economics
- Leadership
- Data Analysis
- Communication
- Spanish
- Multitasking
- Social Media Marketing
- Microsoft Excel
- Marketing
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