Adrian Huerta, CFP®

Wealth Advisor

Designations and Licenses

Adrian is a CERTIFIED FINANCIAL PLANNER® professional.

Experience and Education

Adrian focuses on the needs and objectives of clients by providing personalized wealth management solutions to help them achieve their long-term goals.

Prior to joining Mariner, he worked as a private client advisor at JPMorgan Chase. Before that, Adrian worked as a financial advisor at Bank of America Merrill Lynch.

He has a bachelor’s degree in economics and financial planning from William Paterson University.

Personal Interests

Adrian works with Junior Achievement of New Jersey and Eva’s Village. In his free time, Adrian likes spending time with family and friends, playing sports, traveling and reading.


Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

Adrian’s Office

Contact Us