Adam Rutz
Registered Client Associate
Adam’s passion for guiding others through the investment planning process began at an early age after his uncle first showed him how to buy and sell stocks when he was twelve.
In 2019 Adam graduated from the University of California, Irvine with a bachelor’s degree in Business Economics. Adam also currently holds the Series 7, Series 6, Series 65 and Series 63 registrations and Life, Health, Annuities, Insurance licenses.
Before joining the TSG team, Adam served as a Private Client Banker with JPMorgan Chase & Co. Serving high net worth clients in the Southern California area. Adam specializes in working with entrepreneurs and developing solutions to meet their needs.
Adam is committed to helping individuals develop financial independence, and developing investment strategies that align with their needs, goals, and risk tolerance. His objective is to provide every client with specialized, holistic financial advice and portfolio management – delivered with the highest level of personal service.
Adam’s favorite quote is, “if it’s worth doing, then it’s worth over-doing". -Adam Savage
CA Insurance License # 0M83097. Resident State: CA.