Associate - Los Angeles
Adam Taoatao is an Associate at Lenox Advisors who joined the firm in 2017. He is responsible for working with both corporate and high net worth individual clients of the firm. Adam specializes in helping clients make well-informed financial decisions regarding wealth management, insurance and estate planning.
He has previous financial service experience working at Northwestern Mutual, and received his Bachelor’s degree in Business Administration and Marketing from San Diego State University. He also holds his Series 6 and Series 63.
When Adam is not working, he enjoys spending time with his wife, Kristen, and their twins, Hudson and Lauren. Adam is also an avid cyclist.
For Adam’s complete licensing information click here.