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portrait of Adam F Chervenak
FINANCIAL ADVISOR

Adam F Chervenak

CFP®, CPWA®, AAMS™
9700 Village Center Drive, Suite 150, Granite Bay, CA 95746opens in a new window
CallSend Me a Message

About Adam

"Do you have enough money?" is the secondary question. The primary question is, "are you managing your money in a way that improves your life?" I understand your money has purpose and want to discover what is most important to you, who is most important and why. That helps me understand your story and how your money can support your story so that you can get the best life possible with the money you have. This requires strategic planning and genuine care for the families we serve.

After graduating from San Diego State University, I moved back to where I...

Focus Areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Employee Stock Options
  • Entrepreneurs & Business Owners

Work History

  • Edward JonesApril 2006 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CPWA®

    Certified Private Wealth Advisor®

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • San Diego State UnivBachelor of Science

Personal Interests

  • Spending Time with Family
  • Traveling
  • Sports Enthusiast
  • Outdoor Enthusiast
  • Health & Nutrition

Team Members

  • Angela Harris
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(916) 791-7865

Fax

(877) 249-8658

Office Address

9700 Village Center Drive
Suite 150
Granite Bay, CA 95746opens in a new window

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