Adam Gourley is a Wealth Advisor and Portfolio Manager specializing in personalized financial planning and investment management. In his fiduciary capacity, Adam takes a relationship-driven approach in helping clients navigate financial complexities and implementing strategies for pursuing their financial goals.
Prior to joining Sonoma County Wealth Advisors, Adam most recently served as a Wealth Advisor for athletes and entertainment industry professionals in the greater Los Angeles area.
Adam holds the Chartered Financial Analyst designation and CERTIFIED FINANCIAL PLANNER® certification. He earned a Bachelor of Science in Finance with a Minor in Economics from Sonoma State University.
Adam enjoys music, food, wine, and recreating outdoors in his native Northern California. He also loves traveling and has visited over 40 countries across all seven continents, in addition to all 50 states.
Adam Gourley, CFA, CFP®
Wealth Advisor / Portfolio Manager
Registrations held through LPL Financial: Series 7
Registrations held through LPL Financial and Mariner Independent Advisor Network, LLC: Series 66
CA Lic #0K27322
707-284-2975