Ms. Adams champions the financial aspirations of those venturing into this time of life.
MANHATTAN BEACH, CA, September 01, 2023 /24-7PressRelease/ -- Distinguished financial visionary, Ms. Kathleen A. Adams, has been honored with a place in the Marquis Who's Who Biographical Registry. This accolade underscores her leadership and dedication to redefining the possibilities for individuals in their subsequent 50 years, emphasizing a prosperous and fulfilling journey.
Co-founder of Second 50 Financial, Ms. Adams champions the financial aspirations of those venturing into this time of life. In an era marked by rapid technological shifts and economic uncertainties, the firm offers personalized support to affluent individuals and families, emphasizing sustainable income streams, astute tax strategies, and safeguarding wealth with the goal of financing a better, longer life.
At the heart of Second 50 Financial is forward-thinking wealth management built for today's world. The firm stands out for its inventive strategies, agility in changing scenarios, and pooled expertise, all aimed at achieving optimal outcomes for clients.
Before her innovative contributions at Second 50 Financial, Ms. Adams gained important experience at Signature Estate & Investment Advisors LLC (2012-2021) and Waddell & Reed (1999-2012).
Second 50 Financial is a beacon of adaptability in the financial realm. Their ethos is straightforward: today's challenges demand modern solutions, teamwork, and technological integration. Their client-centric model, paired with transparent fees, seamlessly blends strategic investments with bespoke planning, centering on stability, proficient risk oversight, and an emphasis on what's really possible for the second 50 years of life.
Ms. Adams' academic and career milestones reinforce her esteemed position in the sector. A Magna Cum Laude graduate from Loyola University of Chicago (1976), she boasts credentials like an Applied Behavioral Finance certification, Retirement Management Advisor certification from the Investments & Wealth Institute which includes a Certified Private Wealth Advisor title administered through the University of Chicago Booth School of Business and Certified Financial Planner designation from the College of Financial Planning, member of The Napoleon Hill Foundation and The Purposeful Planning Institute.
About Marquis Who's Who®:
Since 1899, when A. N. Marquis printed the First Edition of Who's Who in America®, Marquis Who's Who® has chronicled the lives of the most accomplished individuals and innovators from every significant field of endeavor, including politics, business, medicine, law, education, art, religion and entertainment. Marquis celebrates its 125th anniversary in 2023, and Who's Who in America® remains an essential biographical source for thousands of researchers, journalists, librarians and executive search firms around the world. Marquis® publications may be visited at the official Marquis Who's Who® website at www.marquiswhoswho.com.
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