3032 Renault St. San Diego, CA 92122

Ph 602.565.9033

Adam.Traganza@CambridgeSecure.com

With 30+ years experience in the investment profession, Adam's career has been driven by his desire to help others in planning for a confident future. He uses diversification and asset allocation to create portfolios that are aligned with the clients goals and risk tolerance. He regularly assists clients with their 401k’s, Roth IRA’s, Rollover IRA’s, Trust accounts, and more.

After earning a Bachelor of Science degree in Finance at Cal Poly, in San Luis Obispo, California, Adam took his interest in global economics overseas. Living and traveling throughout Europe, and studying the cultures, art, and language in the region. From this experience, Adam was inspired to pursue and complete his Masters degree at the Monterey Institute of International Studies.

Adam worked for eight years with the Charles Schwab Corporation as a Sr. Investment Representative in the Global Investment Services Division, helping clients diversify their portfolios internationally. Before joining Cambridge Investment Research, Adam worked ten years as a Senior Advertising Compliance Officer for AIG Advisor Group.

Adam resides in San Diego California where he enjoys pickleball, golf, biking, swimming, and hiking with friends and family.

*Diversification and asset allocation strategies do not assure profit or protect against loss.

Check the background of this investment professional on FINRA's BrokerCheck