Kathleen Adams, CFP®

Kathleen Adams, CFP®
Signature Estate & Investment Advisors, LLC
Phone: 310-712-2322
1815 Via el Prado, Suite 100
Redondo Beach, CA 90277
PROFESSIONAL SERVICES & EXPERIENCE
Kathleen Adams, CFP® is a Senior Associate with Signature Estate & Investment Advisors, LLC (SEIA) in the Redondo Beach office. Kathleen has been a Financial Advisor for over 12 years and is a Certified Financial Planner® certificant from the Certified Financial Board of standards.  Kathleen also completed the Personal Financial Planning (PFP) designation program at UCLA Extension and received her Bachelor of Science degree from Loyola University in Chicago, graduating Magna Cum Laude. Her focus has always been on the integration of financial planning with wealth management, especially in conjunction with exit and succession plans.

She participates in educational forums through her memberships in the Investment Management Consultant Association, the Los Angeles Chapter of the Financial Planning Association, and the South Bay Estate Planning Council. She completed the Ed Slott 2010 IRA Program for extended education regarding IRA distribution planning. Community memberships include: Manhattan Beach Rotary, Manhattan Beach Chamber of Commerce and the Manhattan Beach Leadership Program for 2007. She and her team have enjoyed helping to develop financial literacy programs for high school students

 

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