Kathleen Adams

Credentials:
  • CFP®
  • CLTC®
  • CFBS

Focus: Insurance Strategies, Investment Strategies

Languages: English

Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.

Education:

Bachelors Degree, University of California, Riverside, CA

Masters Degree, Loyola Marymount University, Los Angeles, CA

Certified Financial Planner, College for Financial Planning, Boulder, CO

Certified Family Business Specialist, American College, Bryn Mawr, PA

Certified Long-Term Care Designation

See Kathleen’s Licenses and Disclosures

Check the background of this investment professional on FINRA’s BrokerCheck

Contact Kathleen

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Fraser Financial Group

Main Office

8383 Wilshire Blvd Suite 600
Beverly Hills, CA 90211-2425

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CRN201912-180567