Adam Spiegelman, CFP®

Adam Spiegelman, CFP®

Adam started his career in 1998 at Franklin Templeton investments. He has worked in Madrid and Edinburgh. After gaining knowledge of mutual funds and the financial services industry at Franklin Templeton, Adam opened up Spiegelman Wealth Management in 2004. He quickly rose to the top of the company achieving top 10 status of all financial advisors at Northwestern Mutual. After 14 years at the firm Adam partnered with Commonwealth Financial Network, a prestigious high-end broker/dealer, and opened an office in Lafayette, California in 2018.

Adam and his team of four specialize in taking care of high-net worth families and individuals approaching or in retirement. The team has worked together for over 20 years.

Adam is a fourth generation San Franciscan whose grandparents came for the Goldrush in the 1800’s. He volunteers his time and works with several non-profit organizations including Family Reach, an organization providing pro-bono financial planning to families struggling with a cancer diagnosis. In his free time he enjoys travelling the world. His most recent trip to Mt. Everest Basecamp in Nepal was a highlight. He has been married for 18 years to Robin and spends as much time as possible with his three boys Noah, Eli and Simon before they set off to college in a few years. Adam is a huge fan of animals and has two dogs, a Goldendoodle named Charlie and a Bernedoodle named Lola. Adam speaks fluent Spanish.

Adam and Paul are professional colleagues as well as good friends. They are constructing a continuity agreement to make sure that if anything happens to either one of them, the other’s office and team will be able to continue to serve any client needs that may arise. Their mutual alliance with Commonwealth ensures a continuity of back-office, investment, and technological support.