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Our Qualifications

Adam Van Dyke has 24 years of experience in the financial services industry and is Series 7, 63, and 66  registered and carries the Chartered Retirement Planning Counselor (CRPC) designation.  He is also licensed for insurance and annuity strategies and has earned a Lifetime Membership in the worldwide premier association of financial professionals, the Million Dollar Round Table*.  Mr. Van Dyke has been quoted by leading news organizations including the Wall Street Journal Online, Dow Jones News Service, and The Associated Press.  Adam graduated in 1992 from Pepperdine University in Malibu, California, which has been recently ranked among the Top 50 "Best National Universities" by U.S. News & World Report.  Even more importantly, Business Week recently ranked Pepperdine's Graziadio School of Business number 1 in "teaching ethics to its business students."


Let's start the conversation about YOUR investment "why's."

*The Million Dollar Round Table (MDRT) is an independent association. Membership is based on production