Vickie Adams, CFP®, CDFA

Elite Financial Guidance for Your Unique Life


Since 1988, Vickie has assisted individuals and small businesses in all aspects of comprehensive financial planning and Wealth Management issues.  Identifying and serving her clients best interests has been the cornerstone of each Wealth Management relationship.

As a CERTIFIED FINANCIAL PLANNER® professional, her expertise  is in taxation, investment and asset management, risk management, estate and retirement planning.

As a CERTIFIED DIVORCE FINANCIAL ANALYST, Vickie provides an educated, objective viewpoint at an emotional time filled with many financial and lifestyle consequences.

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.  This  framework allows her to  focus on your vision for your financial future, in addition to the immediate needs at hand. 

The ability to provide dynamic wealth management solutions has enabled her to build an esteemed client base that seeks her advisement for all their financial concerns   Her client relationships are lifelong and are multi-generational.  

Clients think of the firm as a complete resource,  their 'personal financial concierge',  able to call on a network of professionals to assist in pursuing their goals.   An extensive platform of best-in-class services  provide the solutions to the key issues impacting your financial future. 

 

 

 

 

Winner of the Five Star Wealth Manager award for 2014 as seen in Los Angeles Magazine.