Adam Sommers has been investing on behalf of clients since 1996. As the founder of Sommers Financial, Adam’s goal was — and remains today — to manage investments responsibly and with integrity, for the benefit of each client.
Adam has taken classes toward a Master’s of Science degree in Personal Financial Planning and Financial Analysis, including studying the body of knowledge necessary to obtain the certification of Certified Financial Planner (CFP), as well as some classes toward the Chartered Financial Analyst (CFA) designation. Before his studies at the College for Financial Planning, he graduated magna cum laude from Lewis & Clark College in Portland, Oregon, with a bachelor’s degree in business and a focus on financial analysis and personal finance. Adam maintains that the most valuable learning tools — besides experience earned each year in this business — are the books on his shelves. He is an avid student of investment leaders including Warren Buffett, Howard Marks, John Bogle, and Benjamin Graham.
Adam was born and raised in South Columbia County, Oregon, and splits his time between Tucson, Arizona and St. Helens, Oregon. Adam’s wife, Teresa, is a teacher for the Catalina Foothills School District in northern Tucson. They have two daughters, Alexa and Adelyn. Together, they enjoy canoeing, tennis, hiking mountain trails, swimming and watching basketball, while taking advantage of the best seasons of Oregon & Arizona.