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Adam Roberts
Adam Roberts

Adam Roberts

Operations & LPL Registered Administrative Associate

I have always been a firm believer that anyone can accomplish their goals through hard work and determination as long as they have a plan to guide them. I joined Potentia as an LPL Registered Administrative Associate in 2019 to continue my plan of serving families and business owners.

After earning my bachelor’s degree in Business Administration with a concentration in Finance from San Jose State University, I honed my abilities within operations at another small Bay Area firm before making my way to Potentia. I wear two hats as an LPL Registered Associate and Administrative Associate in Operations, streamlining our clients’ and providing clear communication along the way.

When I’m not at work I enjoy spending time with family and friends. I have a passion for music and have played guitar for the majority of my life.


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