218 East Voltaire Avenue, Phoenix, AZ 85022

Ph 602.565.9033

Adam.Traganza@CambridgeSecure.com

With 25+ years experience in the investment profession, Adam holds licenses in both Arizona and California, including the Registered Principal and Securities State Law registrations. 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. 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's career has been driven by his desire to help others in planning for a confident future. He uses portfolio 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.

Adam resides in Phoenix Arizona, where he enjoys pickleball, photography, music, and NFL football. He also makes the most of Arizona weather by playing golf and hiking with friends, family and his dogs.

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