Serving Orange County.
Adam Liquori, CDFA™, Financial Planner
Adam is a well-recognized financial advisor in the area for more than ten years. He is fully licensed in investments, insurance, and annuities. He is focused on a very comprehensive approach to planning. His attention to detail means no one plan is the same as another. This fresh approach allows him to go out and select investments with the goal of maximizing a client's potential return.
Adam's career began with UBS Wealth Management. He then became an independent advisor where he earned the CDFA™ designation. He became a member of the NettWorth Financial Group in 2012. He is a past member and committee leader for the Laguna Niguel Chamber of Commerce. He also helped with the Laguna Niguel City Council Committee - Military Support Committee.
Adam and his wife Aimee live in San Clemente and have two sons - Alexander and Adrian. They enjoy spending time at the beach and family gatherings.