Adam Wishard, CFP® Co-Chief Investment Officer | Advisor


Adam began his career at First Pacific Financial close to two decades ago. He is most likely to break a modern record for serving an entire financial career at one company. A founding member of our Investment Committee and the senior advisor for his team, he plays an integral role in many facets of the firm. Adam’s ambition as an advisor is to advocate simplicity. He does this by turning complicated financial problems into understandable solutions that clients can implement with confidence. With a Bachelor’s degree in Mathematics, precise solutions are Adam’s specialty.


Adam enjoys unwinding from his busy schedule while camping or hiking with his wife Jenny and their three daughters. He also loves a relaxing round of golf, an interesting non-fiction book, and a multitude of podcasts.