Adam J. San Juan is the Managing Director of Retirement Plan Services & Financial Advisor at RWS, bringing 30 years of industry experience and holding Series 6, 63, and 65 licenses. He advises business owners and plan committees on the design, governance, and optimization of 401(k) and other employer-sponsored retirement plans, while also providing comprehensive financial guidance to individual clients and families.

Adam’s philosophy is grounded in a simple principle: effective recommendations require thorough diagnosis. Before proposing solutions, he works to understand each organization’s structure, workforce demographics, and long-term objectives—as well as each individual client’s goals, risk tolerance, and financial landscape. This disciplined approach allows him to deliver strategies that are compliant, practical, and aligned with real-life outcomes.

For business owners, Adam focuses on fiduciary oversight, plan efficiency, and meaningful participant engagement. He helps employers simplify complex regulations, improve plan design, and strengthen retirement readiness for their teams. For individuals and families, he provides personalized financial planning and investment guidance designed to build clarity, confidence, and long-term security.

Adam believes financial advising is ultimately about stewardship—helping people avoid preventable mistakes and make informed decisions that positively impact their futures.

Outside of work, Adam enjoys life with his wife, Shannon, their two children, and their growing family of grandchildren. He is also a published author, reflecting his ongoing interest in human behavior, decision-making, and leadership.