Kathleen A. Adams,  CFP<sup>&reg;</sup> - Financial Advisor

Kathleen A. Adams, CFP®

CPWA®

Partner

Second 50 Financial

111 N. Sepulveda Blvd., Suite 300
Manhattan Beach, CA 90266
FINANCIAL ADVISOR'S WEBSITE
4242601551

General

Kathleen Adams is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Second 50 Financial in Manhattan Beach, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - PFP

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Investment Management, Estate Planning, Insurance, Retirement, Long-term Care

More

Helpful Financial Planning Resources