Adam Goldstein, CFP®, CPFA, MSFS

Co-Founder & President, Wealth Advisor

Adara Wealth Management

 

Adam was drawn to the financial services industry by his desire to help people and quickly discovered that meaningful financial advising goes far beyond investment management.

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He graduated Magna Cum Laude from the University of Arizona with a Bachelor of Science in Business Administration, majoring in finance, and later earned a Master of Science in Financial Services (MSFS) from The American College. Adam holds the Series 7, 66, and 31 registrations, along with life, health, and disability insurance licenses. He also earned the CERTIFIED FINANCIAL PLANNER™ designation after completing the rigorous, multiyear curriculum through the College for Financial Planning, covering investments, taxes, insurance, estate, and retirement planning.

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During his undergraduate years, Adam was a placekicker for the University of Arizona football team, an experience that strengthened the leadership, discipline, and resilience that has helped him tailor his approach as a financial advisor today.

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Adam has been recognized as a Forbes/SHOOK Research BestInState Wealth Advisor in 2020, 2023, 2024, and 2025, and as a Top NextGen Wealth Advisor BestInState in 2023. Adam also led Adara Wealth Management to be recognized as the Best in State Teams of 2026.

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Born and raised in Phoenix, Adam met his wife, Dana, at the University of Arizona. They now live in Tucson with their three children. He is an active volunteer with the Jewish Philanthropies of Southern Arizona—where he received the “Young Man of the Year” award and is involved with the University of Arizona AClub, Nexus Executives, and the Empower Coalition. Adam also serves on the finance committee for the Ronald McDonald House of Southern Arizona, previously serving on its board.

 

In his free time, he enjoys golf, soccer, and spending time with close friends and family.