Adam R. Cretti 

Managing Associate

Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.

I was an athletic performance coach for 14 years working with athletes all skill levels. From 8 yr olds who could not figure out how to do jumping jacks to NFL and MLB prospects, Olympians, and national team members. Some of the more notable stops in my coaching career have been at Mater Dei and UCLA, where I helped the Baseball team win their first ever NCAA title. The transition from coaching to financial services has been easy, as I still see myself as a coach. Instead of coaching athletic performance I help coach people in the financial arena. I have been married for over 8 years. My wife, daughter and son live in South Orange County where we can be found doing DIY projects around the house, or shuttling between soccer and karate practice and just enjoying all the perks of family life in Southern California.


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