The Oceanside Chamber of Commerce
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First Command
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Finance & Insurance
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Financial Services
First Command
4167 Avenida De La Plata, Ste. 102
Oceanside
,
CA
92056
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(760) 576 -2345
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As a First Command Financial Advisor, I am committed to helping clients consistently make the smart, informed financial decisions that are essential to the pursuit of long-term financial security. I chose this profession because I believe it gives me the opportunity to make a real difference in the lives of the people I work with. Experience has taught me that the biggest obstacle to financial security for most people is their own behavior. That’s why I seek to form trusting, long term relationships with clients, serving as their personal financial coach by: 1. Helping them set specific and meaningful goals that are aligned with their values 2. Providing them with a comprehensive, personalized plan for effectively pursuing their goals 3. Encouraging and motivating them to adopt and consistently practice the productive financial behaviors necessary to successfully execute their plan 4. Making strategic adjustments in their plan as their circumstances and goals evolve over time
Products and Services
Adam Focuses in: Comprehensive financial planning Investment strategies Risk management Debt management
Member Since: 2024
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Oceanside
About Oceanside
>
History of Oceanside
Demographics
Arts and Culture
Education
Employment
Health Care
Religious Organizations
Local Government and Services
Retiring in Oceanside
Oceanside Maps
Visitor Information
>
Beaches
Accommodations
Groups and Meeting
Things to Do
>
Oceanside Events
>
Downtown History Walks
Farmers Market
Sunset Market
Shopping
>
Coupons
Dining
Surfing
Regional Attractions
Volunteer Opportunities
Business Directory
All Categories
Coupons
New Members
Media
Advancing Oceanside Podcast
Blog
Member News
E-Newsletter
Publications
>
Advertising Your Business
Best of Oceanside Magazine
Annual Community Guide
Military Publications
Chamber
Membership
>
Member Portal
Membership Packages
Application
Testimonials
Advocacy
>
Chamber Political Action Committee
Public Policy Guidelines
The Advancing Oceanside Report
Our Work
>
2023 Annual Report
2023 Strategic Priorities
Committees - Task Forces - Forums
Oceanside Young Professionals
Workforce Development
>
SOCAL Workforce
Pooled Employer Plan
Kindness
Frontline Friendly
Oceanside Leadership Academy
>
Spring Academy 2024
Our Team
>
Board of Directors
Chamber Staff
Privacy Policy
Events
Signature Chamber Events
>
Armed Forces Day Operation Appreciation
Heroes of Oceanside and Camp Pendleton
Meet the City of Oceanside
North County Health Fair
Oceanside Senior Expo
Rising Star Student Program
Monthly Chamber Events
Chamber Trip: Best of Greece
Oceanside Community Events
Resources
Community Resources
Local Business Resources
Military Resources
Sustainability Resources