Adi has been a business entrepreneur since teenage years, he created, built, and sold a local business and he owned and operated service, retail, and manufacturing businesses in two different countries. He has 27 years of financial planning experience covering investments, capital markets, economics, taxation, insurance, business planning, retirement, and estate planning. 10-year specialty in business succession planning. Adi is currently CFO of a manufacturing startup: Remora Marine, Inc.
Adi has consulted and coached startups and established businesses using a process he developed, the Reverse Business Plan®.
His involvement with community-based business support organizations has included groups such as: SCORE, Softec, SLO Hothouse, SLO Seeds, SLO Chamber of Commerce, NAIFA Central Coast and the Estate Planning Council of SLO.
Adi has been a resident of SLO County since 1989. He is married and has 3 children. He values and enjoys time with his family and friends and he makes time to enjoy his personal interests which include starting new business ventures, woodworking, photography and sailing.