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Lia Adams

Lia Adams

Client Services Manager

Lia grew up in the beautiful desert in Scottsdale, Arizona and studied Economics at Arizona State University.  She and her family relocated to Southern California in 2011 and enjoy frequent visits back home. Her two oldest daughters, Sofia and Isabella, attend college in New York and Arizona, and youngest daughter Liliana is a high school senior.  In her free time Lia enjoys hiking, cooking and spending time with her family, and she loves watching Sofia play softball for St. Lawrence University.  You can also find her volunteering with community organizations that promote literacy and financial education.

Prior to joining Legacy One Financial, Lia worked as a Client Services Manager supporting financial advisors, as an Account Manager for Charles Schwab, and she is currently assisting Golden State Wealth Management with advisor transitions.  Her experience in the financial services industry includes operations, managing rollovers and transfers, project management, and resolving service requests to ensure the office operates smoothly.  Lia loves building relationships with clients and colleagues and takes pride in accuracy and efficiency.  Clients can rest assured that even their most complex matters are in good hands.

Lia’s focus is on cultivating and maintaining an exceptional client experience, and she works to foster a personalized and warm environment so clients can focus on what matters to them.