LinkedInAl Adam

Al Adam

City Councilmember and Senior Financial Advisor

Location
Thousand Oaks, California
Industry
Government Administration
Current
  1. Thousand Oaks City Council,
  2. Wells Fargo Advisors
Previous
  1. Wachovia Securities Financial Network,
  2. Prudential Financial
Education
  1. Rutgers, The State University of New Jersey-Camden
Websites
265connections

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Thousand Oaks City Council

Thousand Oaks City Council

Councilmember

– Present

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Background

Summary

Al Adam is a 35 year resident of Thousand Oaks and has been a financial advisor for 33 of those years. He is a Rutgers University graduate and a Senior Vice President - Investments for Wells Fargo Advisors. Over the years Al's industry honors have included membership in both the Directors and Presidents Councils, which is based on production. He was also named as a Premier Advisor, a designation held by a select group of Financial Advisors within our firm that reflects a superior level of professional achievement. Al is married to Marilyn and they have twin daughters Erica and Allison.

Al is an experienced professional who has served hundreds of satisfied clients throughout the Conejo Valley and beyond. Al is committed to achieving his client's investment goals. He employs a proven diversification process that uses strategic asset allocation to help maximize performance and reduce risk. This smoothes the bumps along the road that can help lead to a successful retirement. Principle preservation is paramount and like Mark Twain once said Al is primarily concerned about the return of your principle rather than the return on your principle.

Al and his family are big believers in community involvement. Al has served on numerous boards and commissions in Thousands Oaks. He has chaired the boards of the YMCA and the Civic Arts Plaza. He is a member of the Alliance for the Arts and Save Open Space and Agricultural Resources. He is active in the Chamber of Commerce and is a member of the Thousand Oaks Planning Commission. Marilyn is involved in Volunteers in Policing and very active in their children's middle school. Al likes to jog, play golf with his family and boat and water ski at Lake Arrowhead. The Adam family is happy to be members of the Thousand Oaks community.

(Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm.)

Experience

Councilmember

Thousand Oaks City Council
– Present (2 years)Thousand Oaks, CA

Senior Vice President of Investments

Wells Fargo Advisors
– Present (6 years)Westlake Village, California

Senior Vice President - Investments/ Premier Advisor

Wachovia Securities Financial Network
(5 years)Westlake Village, California

Senior Vice President - Investments/ Premier Advisor

Prudential Financial
(24 years)Westlake Village, California

Education

Lenape High School

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