Adam Skumawitz

Adam specializes in the Wealth Management and Risk Mitigation and has served in the financial services industry for over 15 years. He specializes in retirement planning and holds his Certified Plan Fiduciary Advisor (CPFA) designation along with his FINRA Series 7 and 66 licenses held through LPL. Adam earned his undergraduate degree from Cornell University, and has an extensive background in the soccer community, both as a former professional player and coach.  

The AIM team prioritizes our fiduciary responsibility seriously and approaches every client relationship with care, integrity, and a long-term perspective. Adam treats his clients like family while recognizing that each individual’s goals, priorities, and circumstances are unique. By taking the time to truly understand what matters most to each client, Adam is able to create personalized financial strategies, navigate market volatility with confidence, and identify opportunities that support lasting financial success.

Adam’s advisory philosophy is informed by a distinguished history of leadership and service. Previously, he was elected and served in public office as President of the Temecula Valley Unified Board of Education, was Head Soccer Coach at Temecula Valley High School and Great Oak High School, and was a youth club director in both Murrieta and Carlsbad. Additionally, he worked as a talent scout for the U.S. Women’s National Soccer Team, and as a board member of Our Nicholas Foundation, a non-profit organization dedicated to improving the lives of local autistic youth. These roles strengthened his perspective on governance, discipline, collaboration, and long-term decision-making—principles that continue to guide his work as a professional financial advisor today.

Adam and his wife Jennifer, and accomplished Guidance Counselor, have been residents of the Temecula Valley for over 20 years and have three incredible children.