Adam Senator Wiatrak

     Background & Credentials

• BA, Communications, University of San Diego
• Financial Advisor at Western International Securities, GBS Financial, and Morgan Stanley
  
  

Adam began his career as a financial advisor at Morgan Stanley in the mid-1990's. His areas of focus are investment portfolio design, market analysis, investment strategies, and client account strategies. 

As an investment advisor, he has worked with institutional clients including union pension plans, non-profit organizational investment portfolios, 401Ks, 403Bs, and 457 Plans. He also provides comprehensive portfolio management strategies to individuals and businesses. Adam is a co-founder of Core Wealth Partners and is leading the investment strategies of the firm. 

Adam has been chosen to sit on several local board positions including finance counsels for his parish, executive committee for the Headland’s Homeowner Association, and currently sits on the board for the Corte Madera Chamber of Commerce. 

Besides Adam’s focus working on financial matters, he spends his time volunteering as a coach for his sons’ several athletic commitments including basketball, baseball, and swim team. 

When Adam is not spending his time as an active member of the community he loves spending time with his family in California surfing, or in Montana for the skiing with his beautiful wife Kim and their two sons Ian and William.