Our mission is simple...Inspire you, our client,to live your life by design not by default.
Adam is the founder and president of Vartanyan Wealth Management. He started his career in financial services in 2005 with AXA Advisors, the financial planning division of AXA Financial, a global financial services company. Within three years Adam was promoted to Divisional Vice President. In 2010, Adam founded his own firm, believing that in order to provide the highest level of independent advice to his clients he needed to be independent himself.
Adam is an experienced advisor to a diverse group of individuals, families and business owners. Current clients include, accountants, attorney's, business executives/owners, pre/post retirees and many others.
Adam earned his Bachelor of Science degree in Business Administration from Colorado State University. He earned his certificate in Personal Financial Planning from Metro State University of Denver and subsequently passed the CFP® exam in July of 2011.
Adam loves spending time with his wife, Tiffany and two daughters, Frankie (7), and Georgia (5). When Adam is not working or enjoying his family he can usually be found on the golf course or wading a river with a fly rod.
To learn more about the CFP® Certification, click here.
Liz joins us from a successful career as a speech and language pathologist where she worked with severely impacted children. Prior to joining us, she worked for Newport Mesa Unified (2019-2022) and as a Navy contractor in Okinawa, Japan (2017-2019). Liz has many skills and talents that will allow her to thrive at Vartanyan Wealth Management. We are very fortunate to have her on our team. Among her many attributes she is personable, proactive, organized, and thorough. She is excited for the opportunity to serve you and your family. Never hesitate to reach out!
In today's climate of fear, corruption and greed, we strive to avoid the conflicts of interest that are inherent in Wall Street investment firms, insurance companies and banks. Our firm does not engage in any investment banking activities, we provide NO proprietary products and, as a result, we can avoid any conflicts of interest that get in the way of providing independent, customized recommendations that are suitable for our clients. This establishes a clear line between us and our competitors. Unfortunately, many brokers in these companies do what is more suitable for them, not their client.
In light of our passion for independent advice we have aligned ourselves with LPL Financial. Who is LPL Financial? LPL Financial is one of the nations leading financial services companies, and is the #1 independent broker/dealer in the country for the past 26 years*. LPL Financial provides us with integrated technology, comprehensive clearing and compliance services, training, and independent research. Simply put, they allow us to focus on what we do best: Help the clients we serve pursue their financial goals and fulfill their life dreams.
*Financial Planning Magazine June, 1996 - 2022, based on total revenue