Broker Check
Adam Goldstein, CFP®, CPFA, MSFS

Adam Goldstein, CFP®, CPFA, MSFS

Co-Founder & President, Wealth Advisor

Adam was drawn to the financial services industry because of his desire to really help people, and he learned that financial advising is far more than investment management. Adam knew he wanted to become an advisor after visiting a career fair in high school. He even remembers picking stocks with his dad from the newspaper from a young age. George Chardukian, the other founding partner of Adara Wealth Management, brought Adam on as an intern at RBC Wealth Management and then hired Adam right out of college. Adam has remained by George’s side since he began his career in 2007. Together, they launched Adara Wealth Management because they share a passion for caring for clients in a way that exceeds expectations and truly stay focused on their clients’ best interests.

Adam graduated magna cum laude from the University of Arizona. In 2013, he completed a Master of Science in Financial Services (MSFS) from the American College in Bryn Mawr, Pennsylvania. Adam earned his CERTIFIED FINANCIAL PLANNER™ certificate, which entails in- depth courses, training, and comprehensive examinations in all areas of financial planning, including investments, taxes, insurance, estate, and retirement planning. In 2020, Forbes/SHOOK honored Adam with the prestigious 2020 Best-in-State Wealth Advisor award.

While pursuing his undergraduate education, Adam was a placekicker for the University of Arizona varsity football team. This competitive and rigorous experience enabled him to develop the leadership skills, work ethic, and perseverance that were crucial to preparing him for a career as a financial advisor.

Adam was born and raised in Phoenix. He met his wife, Dana, at the University of Arizona, and they have three children. In his spare time, Adam enjoys coaching his children’s sports teams, golf, soccer, and spending time with close friends and family.

Adam is an active volunteer with the Jewish Federation of Southern Arizona and has received their “Young Man of the Year” award. He also is a member of the University of Arizona A-club, the Nexus Executives, and the Empower Coalition. Adam serves on the finance committee for the Ronald McDonald House and was on the board for a number of years.

The Forbes Best-In-State Wealth Advisor ranking, developed by SHOOK Research, is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK Research receives a fee in exchange for rankings.

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