Adam Govani, CFP®

Senior Financial Advisor at Conquis Financial LLC
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Contact Information
us****@****om
(386) 825-5501
Location
San Francisco Bay Area
Skills

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Bio

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Credentials

  • Certified Financial Planner (CFP)
    CFP Board
    Dec, 2019
    - Nov, 2024

Experience

  • Conquis Financial LLC
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Senior Financial Advisor
      • Sep 2023 - Present

  • Summitry
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Senior Financial Advisor
      • Oct 2021 - Oct 2023

    • Financial Advisor
      • Aug 2019 - Oct 2021

      Summitry is a wealth management firm offering personalized financial planning and investment strategies, rooted in local insight. We help grow and protect your wealth so you can pursue your best Bay Area life.

    • Financial Planning Associate
      • Jan 2019 - Aug 2019

  • Fountainhead Wealth
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Finance and Operations Associate
      • Aug 2017 - Jan 2019

  • Waddell & Reed
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Advisor
      • Sep 2016 - Aug 2017

Education

  • University of California, Davis
    Bachelor of Science - BS, Physiological Psychology/Psychobiology
    2011 - 2016

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