Adam Shipley, Vice President
Adam Shipley has been advising clients on their real estate investments for more than 10 years. Adam began his career in commercial real estate, collaborating directly with companies, private individuals, and institutional real estate owners.
After becoming securities licensed, Adam started advising clients on their exchanges, utilizing Delaware Statutory Trusts (DSTs) and opportunity zone funds. He also works with investors to develop comprehensive wealth management strategies using third-party money managers as well as alternative investments.
Adam received his bachelor’s degree in business economics with a minor in management from the University of California, Irvine. He also holds Financial Industry Regulatory Authority (FINRA) series 3, 7, and 66 registrations and is California insurance licensed.