Company

Second 50 Financial

Financial Services 3 employees

Employees: 3
Contacts: 2
Emails: 2
Phones: 2

www.second50financial.com LinkedIn

Second 50 Financial Overview

Website: www.second50financial.com
Industry: Financial Services
Employees: 3
Founded: 2021
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Confidence - Opportunity - Vitality

About Second 50 Financial

Second 50 Financial, LLC specializes in designing personalized lifetime income plans that will support your future and create the potential for opportunities to enjoy your Second 50 years even more than you ever thought possible. Co-Founded by Kathleen Adams, CFP® CPWA® and David Swift, CIMA®, we offer our proprietary financial plan process, Lifestyle Preservation Planning, for a separate fee from Wealth Management, so you can choose how we work together. Second 50 Financial, LLC is an investment advisor registered with the United States Securities and Exchange Commission.

Second 50 Financial Contact Details

People in AeroLeads: 2
With contact data: 2
Email contacts: 2; 100.0% coverage
Phone contacts: 2; 100.0% coverage

Second 50 Financial Org Chart

Sample employees and titles

Name	Title	Location	Contact
Lisa Morig	Chief Administrative Officer at Second 50 Financial	Manhattan Beach, California, United States	Email Phone
Kathleen A. Adams, Cfp® Cpwa®	Rma® (Retirement Management Analyst). Strategic Coach. Co-founder of Second 50 Financial. 📣Pursue Your #financial Goals and Transform the Second 50	Manhattan Beach, California, United States	Email Phone