Gabe Adams, CFP®, CSRIC®
Director of Financial Planning
As the Director of Financial Planning, Gabe specializes in several areas of wealth management, including investment planning, retirement planning, risk management, and education planning. He enjoys helping clients to understand their current financial situation, clearly identify their goals, and develop a path toward reaching those goals.
Gabe has more than 10 years of experience in the financial planning industry. Prior to joining Reilly Financial Advisors, he served as the manager of the financial planning department for a national registered investment advisory firm.
Gabe graduated from Rutgers University in 2007, where he was a Division I tennis player. He is a CERTIFIED FINANCIAL PLANNER™ professional pursuing a master’s degree in personal financial planning through the College for Financial Planning® and a member of the Financial Planning Association®.
In his free time, Gabe enjoys playing tennis, traveling, trying new types of food, and exploring wine country with his wife, Brittany, who is a certified sommelier. He is an active volunteer in the community and currently a Big Brother with Big Brothers and Big Sisters of San Diego. Gabe was born and raised in the Boston area and is a big fan of all things New England sports.
Why I Do What I Do:
I graduated from Rutgers University with a major in journalism, and I like to say that financial planning found me. I am fortunate that it did, as I truly enjoy what I do. From early in my career, I have had the privilege to work with and learn from experienced professionals and financial planners who always did the right thing for clients by putting their interests first. This has stuck with me, and I experience tremendous satisfaction from helping clients put a plan into action—and subsequently progressing toward achieving their financial goals.