Kathleen A. Adams, Cfp® Cpwa® Email and Phone Number
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I became a financial planner after watching my very successful father encounter financial difficulties as he neared retirement. He had not planned differently for his second 50 years thinking that his approach to saving and investing would keep him secure. He didn't count on the unknowns around his business, finances, lifestyle, and health. Although he had great advisors, they didn't act as a team or plan comprehensively. Watching this unfold was a lifelong lesson for me. It made me the lifestyle preservation planner I am today.My dad's experience changed my thinking to help me discover a better way to plan for life’s second 50 years. As the saying goes, “The skills that got you out of Egypt are not the ones that will get you to the promised land.” I broadened my vision with three key questions about a person's second 50 years: How do people financially manage this time in life? What do they genuinely want? How do they stay healthy and vital to enjoy their second 50?With this thinking I came full circle – I went from financial planning into the lifestyle preservation business.Along with my team, we developed Lifestyle Preservation Planning™ (LPP™) to address the expanded needs of successful entrepreneurs and executives who require a different financial plan for their second 50 years. LPP™ maintains current and future income streams to support the owner's needs and wants by strategically customizing wealth distributions. Planning to finance new opportunities, increase longevity through access to health and wellness breakthroughs, and enhance family relationships are part of preserving lifestyle. While appropriate investment management remains essential for success, our second 50 years are so much more than that. Want to know more? Let's talk.Second 50 Financial, LLC is an investment advisor registered with the United States Securities and Exchange Commission. Please note that the use of the term “registered” to refer to our firm and/or our associated persons does not imply any particular level of skill or training. Copies of our Form ADV Part 2A Firm Brochure and our Form ADV Part 3 Client Relationship Summary are available free of charge at https://adviserinfo.sec.gov/.
Second 50 Financial
View- Website:
- second50financial.com
- Employees:
- 3
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FounderSecond 50 FinancialManhattan Beach, Ca, Us -
MemberAbundance360 Mar 2023 - PresentAs a proud member of Abundance360, I have the privilege to be part of one of Singularity University's most exclusive programs, personally curated by Singularity Founder Peter H. Diamandis, MD. This unparalleled year-round leadership journey is tailored for trailblazing entrepreneurs, top-tier executives, and investors who are committed to driving meaningful change and shaping a lasting legacy. -
FounderSecond 50 Financial Feb 2021 - PresentManhattan Beach, California, United StatesCo-Founder of Second 50 Financial, LCC an investment advisor registered with the United States Securities and Exchange Commission. -
PartnerSignature Estate & Investment Advisors, Llc Nov 2012 - Feb 2021Kathleen joined Signature Estate & Investment Advisors, LLC in November, 2012 as a Senior Associate and became partner in 2017. -
Financial AdvisorWaddell & Reed Jun 1999 - Nov 2012Kathleen was a Financial Advisor with a national financial services firm since 1999 and opened her own branch office in Manhattan Beach in 2003.
Kathleen A. Adams, Cfp® Cpwa® Skills
Kathleen A. Adams, Cfp® Cpwa® Education Details
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Bachelor Of Science, Magna Cum Laude -
Certified Private Wealth Advisor -
College Of Financial PlanningCfp® Designation
Frequently Asked Questions about Kathleen A. Adams, Cfp® Cpwa®
What company does Kathleen A. Adams, Cfp® Cpwa® work for?
Kathleen A. Adams, Cfp® Cpwa® works for Second 50 Financial
What is Kathleen A. Adams, Cfp® Cpwa®'s role at the current company?
Kathleen A. Adams, Cfp® Cpwa®'s current role is Founder.
What is Kathleen A. Adams, Cfp® Cpwa®'s email address?
Kathleen A. Adams, Cfp® Cpwa®'s email address is ka****@****eia.com
What is Kathleen A. Adams, Cfp® Cpwa®'s direct phone number?
Kathleen A. Adams, Cfp® Cpwa®'s direct phone number is +131054*****
What schools did Kathleen A. Adams, Cfp® Cpwa® attend?
Kathleen A. Adams, Cfp® Cpwa® attended Loyola University Of Chicago, The University Of Chicago Booth School Of Business, College Of Financial Planning, Ucla.
What skills is Kathleen A. Adams, Cfp® Cpwa® known for?
Kathleen A. Adams, Cfp® Cpwa® has skills like Wealth Management, Investment Management, Personal Financial Planning, Retirement Planning, Certified Financial Planner, Comprehensive Planning, Succession Planning.
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