At RIA Advisors, we work with a wide range of individuals, families and business clients, providing money management and financial planning services tailored to each client’s needs. Simply put, we’re in the business of helping our clients reach their unique financial objectives. We accomplish this task by taking the time to understand the client’s financial situation, goals and risk tolerance. Based upon this in-depth analysis, we then recommend, develop, implement and monitor their investment portfolio performance.
Adam Cervantes, CFP®, RMA®, is a Comprehensive Wealth Strategist at RIA with eight years of experience helping individuals and families navigate their financial futures with confidence. He joined RIA in 2026 and works with clients to develop comprehensive strategies designed to bring together the different areas of their financial lives, from retirement planning and investments to long-term wealth management.
Committed to continually expanding his knowledge, Adam holds the CERTIFIED FINANCIAL PLANNER™ and Retirement Management Advisor® designations and is currently pursuing the Tax Planning Certified Professional® (TPCP®) designation to further strengthen his expertise in tax-focused financial planning.
Outside of the office, Adam enjoys restoring classic Chevrolet trucks. He appreciates the patience, problem-solving, and attention to detail that goes into bringing an old truck back to life!
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