Adam Monson

Financial Consultant
213.438.6382
520.664.7507

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Skilled in relationship building and relational interaction, Adam brings both old school values and visionary creative thinking to every project and every client engagement. Previously with Northwestern Mutual, Adam has been awarded both the Northwestern Mutual Pacesetter First 40 Award, which is earned by only the highest achieving eleven percent of  the company’s financial advisors nationwide, and the Northwestern Mutual Pacesetter Second 60 Award, earned by less than two percent of the company’s financial advisors nationwide. At the time he received the Pacesetter Second 60 award, Adam was the first recipient of the honor in twelve years at the company’s Newport Beach office. In 2014, he also earned the Bronze Award as a top tier, first-year advisor.

Adam has been actively involved in community service (both in Orange County California and on an international level in Kenya and Nicaragua) and is the co-founder and COO of Kitchen Wizard, a technology startup, and an angel investor and advisory board member of Fusion Brakes.

Degrees, Certifications, and Registrations

Adam Monson is affiliated with Valmark Securities, Inc. Securities offered through Valmark Securities, Inc. Member FINRA, SIPC, 130 Springside Drive, Akron, OH 44333-2431* 1-800-765-5201. Fulcrum Partners LLC is a separate entity from Valmark Securities, Inc. CA License #0I01065

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Registrations//​Licenses//​Certifications
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  • Adam is a servant leader, defined by hard work, character, and growth experiences that include his years as an Eagle Scout, Resident Advisor, Chapman University Ambassador, and Secretary, Recruitment Chair, and President of Phi Kappa Tau, where he led his fraternity to win national awards for recruitment and Chapter excellence.