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Adi Calixtro, AIF®

The Vision

A Sonoma County native, Adilene Calixtro was raised in Windsor, California. She is the child of entrepreneurs who taught her how to work hard and serve her community through faith and commitment. She is a proud wife and mother of three. She and her family love to explore the outdoors and are active in their faith. Bilingual and influential amongst the Latino community, Adi is dedicated to helping a generation of Latino Americans understand and build a legacy of financial independence.

As a veteran to the financial industry, Adi previously worked as branch manager for a large bank and most recently served wealth management clients in Sonoma County. Her 10 years in financial services has helped her to see many facets of the industry. Adi serves clients throughout the nation as a seasoned financial advisor.


Office Phone: (707) 584 6209


Best part of the job:

Helping clients achieve their financial goals and build a legacy for future generations

my Role

I coach my clients to a better financial future

Relationship Management

Our relationship is paramount to our work together. We develop a close, active relationship to understand your changing needs and make adjustments to your financial plan as your life progresses.

Retirement Planning

Having a peaceful retirement begins with sound, comprehensive planning. We work with you to construct a roadmap and manage your wealth as you reach toward financial freedom in retirement.

Investment Management

Effective investment management acts as the cornerstone of a well-crafted financial plan. As we develop your tailored portfolio, we invest in asset classes that align with your risk tolerance, individual goals and personal values. 

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