Year-end Tax Insights!
Adam Silva
“I love helping others see the opportunities that arise once they have the confidence and clarity that come with a tailored financial plan and an experienced team committed to their success. I’m thrilled to partner with Mission Wealth to deliver a truly exceptional, client experience.”
As a Wealth Advisor at Mission Wealth, Adam Silva works closely with clients to understand their unique financial situations and goals. Through careful analysis of their current investments, Adam delivers personalized solutions, including financial planning, estate planning, asset protection, wealth management reviews, and tax planning, to help clients achieve their goals. With a focus on building long-term relationships, Adam leverages his expertise to provide clients with tailored advice and guidance.
Learn About Adam Silva
Professional Background
Adam began his financial services career in 2021 at a boutique financial planning firm in Westlake Village, California. Defined by a commitment to excellence in client service and a sophisticated technical skillset, he ascended to a Lead Advisor role in less than three years.
Adam’s unique background combines a principled foundation with rigorous financial expertise. He studied Biblical Theology at The Master’s Seminary and earned a Bachelor of Science in Financial Planning and Religion from Liberty University where he was a Dean’s List honoree.
As a CERTIFIED FINANCIAL PLANNER® professional and Series 65 license holder, Adam’s mission is to provide tailored solutions that help individuals and families faithfully steward their resources with confidence.
Personal Pursuits
Adam resides in Thousand Oaks, California, where his greatest earthly joy is spending time with his wife, Dayan, and their three children. Outside of his professional life, he is a dedicated lifelong learner and an avid reader. Whether he is working with his hands to build something new, staying physically active, or embracing the daily adventures of fatherhood, Adam prioritizes a life of intentionality and faithful stewardship in all his pursuits.
Community Impact
Adam and his family are active members of Bethany Bible Church, where he considers it a privilege to serve as a teacher for the integrated family hour and Pre-K classes. He is deeply passionate about investing in the lives of others, fostering Biblical literacy, and heart-level character formation within the next generation. For Adam, these roles are an extension of his commitment to guiding others toward a life of purpose and integrity.
About Mission Wealth
Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence.
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