Vickie Adams Email and Phone Number

Vickie Adams is a Certified Financial Planner™ and a Certified Divorce Financial Analyst™. In 1991, Adams founded a boutique wealth management firm in the Palos Verdes Peninsula. Since launching her career, she has received national media recognition as an experienced professional in divorce financial planning. Her other areas of service include: investment* and asset management, taxation, estate and retirement planning. Decades of experience in complex tax planning enhance these specialties.Her firm follows a disciplined approach to Wealth Management that outlines 9 critical Wealth Management issues that clients are likely to face at some point in their lives.Vickie's belief in frequent on-going client communication allows her to anticipate which of those key issues will be in the fore-front while focusing on a client’s complete financial picture. This approach affords her clients the freedom to live their lives in the way they desire, while she manages the financial details.She established her company because she recognized a need for expert financial planning, during times of transition including retirement, divorce, widowhood and sudden wealth. Clients consider Vickie Adams’ firm a complete resource, ‘their own personal financial concierge" and ‘trusted advocate.’ Vickie has been featured in a number of trade publications and major news sources such as: the Wall Street Journal, USA Today, Huffington Post, MainStreet.com and Financial Advisor IQ. Specialties: Financial PlanningWealth ManagementDivorce Financial PlanningTaxation Major Life Transition PlanningSecurities offered through Avantax Investment Services℠, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory Services℠. Insurance services offered through Avantax Insurance Agency℠Please visit www.avantaxwealthmanagement.com/social_policy for more information. WW.PlanVickie.com