Al Adam is a long time resident of Thousand Oaks and has been a financial advisor for over four decades. He is a Rutgers University graduate and is Managing Director - Investments for Wells Fargo Advisors. He has been recognized with the Platinum Council distinction* from 2006 to 2024 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. He is committed to helping achieve his client's investment goals. Al knows the assets have to be there when his clients need them and must last a lifetime. He employs a diversification process that uses strategic asset allocation designed to help enhance performance, reduce risk and preserve principle. This is designed to help smooth the bumps along the road.



Al and his family are big believers in community involvement. Al has served on numerous boards and commissions in Thousand Oaks. He has chaired the boards of the YMCA and the Civic Arts Plaza. He is a member of the Alliance for the Arts. He is active in the Chamber of Commerce and was recently named their Man of the Year. He has served on the Thousand Oaks Planning Commission and is currently a Thousand Oaks City Council member and served three times as Mayor. Marilyn has been involved in Volunteers in Policing and the Assistance League. Al enjoys boxing, playing golf with his family, boating and water skiing at Lake Arrowhead.

CA Insurance License # 0A05944, Resident State: CA

* The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients.

 

Diversification and asset allocation do not guarantee a profit or protect against loss in declining markets.

Ann graduated from Southern Oregon State College in Ashland, Oregon with a degree in Administrative Office Management in 1982. She joined Wells Fargo Advisors as a Client Associate in February 2008. She is responsible for a wide range of client services including account maintenance, check disbursements, wire transfers and IRA distributions. Ann has lived in the Santa Rosa Valley for over 33 years with her husband, Joel. They have two daughters, Nicole and Lauren. She loves spending time with her two grandchildren and enjoys outdoor activities such as horseback riding, mountain biking, hiking, paddle boarding and kayaking.