Adam Shipley, Vice President
Adam Shipley has been advising clients on their real estate investments for over 10 years. Adam began his career in commercial real estate working directly with companies, private individuals, and institutional real estate owners.
After becoming securities licensed, Adam began advising clients on their exchanges, utilizing Delaware Statutory Trusts and Opportunity Zone Funds. Adam also works with investors to develop comprehensive wealth management strategies utilizing third party money managers as well as alternative investments.
Adam received his bachelor's degree in Business Economics and a Minor in Management from the University of California, Irvine.
He holds FINRA Series 3, 7 and 66 registrations and is California insurance licensed.