Our Team

Adam D. Spiegelman, CFP^®

Wealth Advisor

I’m a fourth-generation San Franciscan, born on New Year's Day and raised in Marin County. My dad was a banker whose passion to help others led him to a career in financial planning. My mom was a school teacher but put her career on hold to be home with my brother, Josh, and me. After 12 years of raising two boys, she was more than ready to head back to her career in education, this time as a school administrator.

Growing up, my parents ensured we understood the importance of hard work and an unwavering work ethic. This helps explain my first job bagging groceries at the “local” supermarket. It was 10 miles away, but I was happy to have the job and rode my bike to and from work that entire summer. Sandwiched In between work and school, was a packed schedule of sports including water polo, swimming, soccer, and baseball.

Early in my life, I developed a love for people and a passion for helping others while in my junior year of high school. I had an incredible opportunity to spend eight weeks in Costa Rica, working with Amigos de las Americas on service projects in an impoverished local town. Helping others gave me a sense of fulfillment and I knew I would find a way to make that my career. With that experience, I committed to becoming fluent in Spanish and continuing a life of volunteerism to help others in any way I can. It's why I continue to work with Family Reach, a non-profit that provides pro bono financial planning to families who have loved ones going through cancer treatment.

Having a father in financial services showed me that having a career helping others was possible. I went on to graduate from UCLA, then began my career with Franklin Templeton Investments in San Mateo, California. In 2003, I went on to join my father’s practice and subsequently took over when he retired in 2014. Since then, I’ve had the pleasure to work with families who are within about five years of retirement. Most are confident that they have enough money to retire but their biggest concern is how to do it and when. That’s where we come in.

Today, Robin, my wife of 18 years, and I are the proud parents of three boys, Simon, Eli, and Noah. Being a close-knit family is very important to us, which is why we do as much as we can together. Specifically, traveling to visit new places, see different countries, and experience other cultures. In our day to day, like most young families, it can seem like a full-time job chauffeuring from baseball fields to basketball courts, music lessons, and plays, but we wouldn't change a thing. No matter where our adventures take us, we always come together and have dinner as a family, every night.

We all have something in our lives that we use as our escape. For me, it’s climbing, and more specifically, it’s Mt. Everest. I have a healthy obsession with the world’s largest mountain, which I expect to deepen soon. I will be fulfilling a bucket list item when I trek to the Everest Base Camp in the Himalayas.

2020 Forbes Best In State Wealth Advisors, created by SHOOK Research. Presented in Feb 2020 based on data gathered from June 2018 to June 2019. 32,000 Advisors were considered, and approximately 4000 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of the advisor’s future performance. Your experience may vary. Click here for more award information.

Julie L. Brim

Wealth Management Associate

Julie Brim is a Wealth Management Associate and she has been with our team since 1999. She works with Adam in servicing and maintaining customized portfolios. Julie especially loves helping clients—anything from cash flow needs to cost basis research. She currently holds the Series 65 registration through an RIA, as well as California Life/Health, Long-Term Care, and Variable Insurance licenses.

Arabelle V. Restauro

Wealth Planning Associate

Arabelle joined the team in 2004 after earning her bachelor’s degree in business administration from San Francisco State University. Her primary responsibilities are assisting Adam with generating financial plans, preparing client reviews, setting up new accounts and initiating transfers, and supporting other day-to-day investment transactions. She holds the California Life/Heath, Long-Term Care, and Variable Insurance licenses and the Series 65 through an RIA.

Habibe Hakiqi

Outsourced Chief Investment Officer

We are thrilled to welcome Habibe to our team as the newest addition to our portfolio consulting and analysis division. A seasoned professional, Habibe brings a wealth of knowledge and expertise to our team. In her role, she actively oversees the organization's investment portfolios and regularly works closely with the firm's team to help provide customized investment solutions. 

Educational Excellence: Habibe is an alumna of Harvard Business School, where she earned her Master's in Business Administration in 2014. Prior to that, she graduated magna cum laude from the University of Rochester with a Bachelor of Arts degree in Economics and Political Science. Her Phi Beta Kappa distinction is a testament to her academic prowess.

Prior Experience with Manning & Napier Advisors: In her fourteen-year tenure with Manning & Napier Advisors, Habibe was a Senior Equity Analyst specializing in Consumer Discretionary. Managing investments that exceeded $1 billion, she demonstrated a keen ability to identify and invest in companies with sustainable competitive advantages. She had a meticulous approach to qualitative and quantitative research as well as risk management.

Investment Experience: Habibe's contributions extended beyond her role as an analyst, as she actively managed and developed junior members of the consumer group, fostering a culture of excellence. Her visionary leadership resulted in the creation of a permanent recruiting program for summer analysts and full-time associates, establishing valuable partnerships with renowned universities.

Habibe's arrival marks a pivotal moment for us, and we are confident that her strategic insights, dedication, and track record will play a pivotal role in shaping the future success of our portfolio management. In her roile, she will consult with our Advisors on creating investment strategies. Join us in extending a warm welcome to Habibe as we embark on this exciting journey together.

Habibe Hakiqi

Chief Investment Officer
Founder & CEO
Métier Capital, LLC