Carla T. Adams,  CFP<sup>&reg;</sup> - Financial Advisor

Carla T. Adams, CFP®

Financial Planner

Diversified Portfolios, Inc

39520 Woodward Avenue, Suite 200
Bloomfield HIlls, MI 48304
FINANCIAL ADVISOR'S WEBSITE
(248) 633-8177

General

Carla Adams is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Diversified Portfolios, Inc in Bloomfield HIlls, MI and the surrounding communities.

Financial Advisor Overview

We combine comprehensive financial planning with world class discretionary asset management to create custom portfolios designed to meet our clients’ objectives with the least amount of risk possible.

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Budget & Debt Management, Charitable & Planned Giving, Buying a Home, Asset Allocation, Estate Planning, Investment Management, Limited Partnerships, Mutual Funds, Getting Married, Retirement, Life Planning, Starting a Family, Succession Planning, Sudden Wealth, Nontraditional Households, Women's Finances

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Helpful Financial Planning Resources