Adam Goldstein, CFP®, CPFA, MSFS

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 stays 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®* certification, which entails in-depth courses, training, and comprehensive examinations in all areas of financial planning, including investments, taxes, insurance, estate, and retirement planning.

Adam was named Forbes/SHOOK Research Best-In-State Wealth Advisor in 2020, 2023, 2024, and 2025** and a Top Next-Gen Wealth Advisor Best-In-State by Forbes/SHOOK in 2023.

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 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. Adam enjoys coaching his children’s sports teams, golf, and soccer, and spending time with close friends and family in his spare time.

Adam is an active volunteer with the Jewish Philanthropies 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 of Southern Arizona and was on the board for several years.

^{*Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.}

^{**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.}

***The Forbes ranking of Top Next-Generation Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors born in or after 1980.  Advisors are interviewed by telephone and in person to evaluate service models, investing process, experience levels and integrity. Additional factors considered include compliance record, client retention, revenues produced for their firms and assets managed.   Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings.