Vickie Adams, CFP, CDFA

Specialties

Certified Financial Planner and Certified Divorce Financial Analyst

Experiencing a life transition? Divorce, Sudden Wealth, Mid life Course Correction?

Seeking sophisticated tax strategies to compliment your Financial Plan?

Ready to relax and enjoy your second 50 years of your life?

Need guidance to navigate the financial maze of divorce and negotiate the best settlement possible?

Vickie has provided comprehensive Wealth Management with a focus on life fulfillment issues since 1988. The highest level of personal service combined with tax and financial savvy is what makes her practice unique. Women in transition, mature individuals, retirees and those desiring strategic divorce financial planning are our core clients.

We exceed the stringent standards of Continuing Education in Taxation, Divorce and Financial Planning and maintain State of the Art Technology to ensure an accurate result while safeguarding your privacy.

Choosing a Financial Planner or Divorce Financial Analyst is one of the most important decisions you will make. Please use all resources at your disposal including Yelp. Check the record of your prospective planner at FINRA Broker check and the CFP board Take the time to protect yourself and your finances. Know your adviser.

History

Established in 1989.

As a local resident, I recognized the need for expert financial planning advice close to home. I wanted to provide the very same personalized ‘concierge’ service that is available usually only to the very wealthy in a local setting.

I opened my office in 1994 with the pledge to put my clients interests above all else. I seek to instill peace of mind in my clients regardless of your stage in the Wealth Management process.

Meet the Business Owner

Vickie A.

Business Owner

I am a local resident and love living in the beach cities area. I take great pride in bringing you a world class experience in a neighborhood setting.