Adam Carlini

Adam Carlini is the President and Chief Investment Officer of Dynamic Wealth Advisors, a firm he wholly owns and leads from Peoria, Arizona. In this role, he oversees all aspects of the firm's investment strategy and regulatory asset management, directly guiding a team responsible for managing over $140 million in assets. His responsibilities encompass portfolio design, risk management, and strategic allocation across a broad range of asset classes.

Carlini's investment expertise spans traditional equity and fixed income portfolios, as well as alternative investments, with a particular focus on delivering compliant, customized wealth solutions for registered investment advisors (RIAs) and individual clients. He leverages his experience in practice management and financial consulting to address complex client needs across sectors such as tax-efficient investing, estate planning, and retirement readiness. Previously, he served as Portfolio Manager and Wealth Consultant at Wealth Management International, and has led Dynamic Wealth Management since 2011.

Holding a Bachelor of Science degree in Family Financial Planning & Counseling from Brigham Young University, Carlini is proficient in investments, economics, tax law, risk management, and estate planning. With over 35 years of industry experience, he is recognized for advancing best practices in compliance, portfolio management, and alternative investments, significantly contributing to the evolving landscape for wealth advisors and clients in the financial services sector.