Associate Wealth Manager
Adriana Goiricelaya is an Associate Wealth Manager at Waypoint Wealth Partners. Prior to joining the Waypoint team, she worked as a senior tax consultant at Deloitte. As part of the partnerships group, she assisted private equity firms and high net worth individuals with tax planning. Adriana has decided to take her experience in tax and apply it to financial planning and wealth management. She is passionate about helping clients achieve their financial independence and guide them through their life goals.
Adriana graduated from the University of San Francisco with a B.S. in Accounting and International Business. She is currently pursuing her Certified Financial Planner™ designation through the UC Berkeley Extension Program in Personal Financial Planning.
What do you love to do outside of work?
I love playing sports and being outside! You can find me playing volleyball, doing yoga, surfing, or playing soccer. I also enjoy planning and going on trips with friends and family. As a Puerto Rican native, I’m always looking for new beaches to explore.
What do you enjoy most about your role as an Associate Wealth Manager?
I enjoy getting to know our clients and assisting them with their financial goals. It is very gratifying to mentor, guide and support our clients on their journey for financial independence.
What is the best piece of advice you’ve ever received?
“Don’t rush things, go step by step.”
What makes you proud to be a part of the Waypoint team?
I'm proud to be part of a team composed of hard working individuals with unique backgrounds that are fully dedicated to providing the best service to our clients.
Education, Credentials and Affiliations:
- B.S. in Accounting and International Business, University of San Francisco, San Francisco