Financial Executive in Newport Beach, CA

ralph adamo

Ralph Adamo is a financial executive, helping high net worth clients achieve their lifelong financial goals and dreams. He holds a Masters of Science in Financial Services (MSFS) along with the ChFC and CLU credentials and is an Investment Advisor Representative (IAR).

Ralph is proud to have formed long-term relationships with his clients, firmly believing in collaboration with his clients’ teams to generate higher level results that exceed expectations. Using his financial services expertise since 1985, he founded the Orange County Chapter of Advisors in Philanthropy (OCAIP.org) for which he was president from 2012-2014, was a board member for the International Association of Advisors in Philanthropy from 2011-2014. Ralph is the author of the eBook The Survival Guide for Serious Investors.

Ralph’s mission is helping high net worth families with substantial financial success achieve both financial and non-monetary goals by transforming their success into a lifelong plan with a greater significance. He has the propensity to fully understand the deeper issues and concerns of his clients and takes into account their emotional needs to personalize their individual plans. In 2003, he founded Integrity Wealth Management, building a strong team who utilize the WealthTrac process, working together to create innovative strategies to help clients achieve their most important financial objectives.

Ralph believes that delivering his expertise as part of a team yields greater results than working alone, which is why being involved in community events and organizations helps form stronger relationships. He worked with the Institute for Family Wealth Counseling, helping clients understand the complex and confusing gifting process and how it benefits their overall estate planning. He is a member of the advisory council at United Way of Orange County and a volunteer at Habitat for Humanity, O.C.

Ralph has lived in Orange County since 1992 and is delighted to support local charities and educational programs such as Big Brothers and Families Forward.

Ralph G. Adamo is located in Newport Beach, California and can be reached here.