Kathleen Adams, is the co-founder of Second 50 Financial, empowering successful entrepreneurs and executives to plan for and envision a second 50 years filled with financial confidence, opportunity, and vitality. As a financial planner for over 20 years, she is in the lifestyle preservation business.
Kathleen is a member of the Investments and Wealth Institute, the Los Angeles Chapter of the Financial Planning Association, The Purposeful Planning Institute, the South Bay Estate Planning Council, The Napoleon Hill Foundation, The Lifetime Extender Affinity Group of Strategic Coach and Bruins Professionals.
Kathleen has a Bachelor of Science degree from Loyola University in Chicago, graduating Magna Cum Laude. She earned her CERTIFIED FINANCIAL PLANNER™ certification and completed the Personal Financial Planning (PFP) designation program at UCLA Extension in 2003.
In 2015, Kathleen earned the Certified Private Wealth Advisor ® designation, in advanced wealth management strategies and applied concepts through IWI in conjunction with The University of Chicago Booth School of Business as well as the Applied Behavioral Finance Certificate enhancing her industry knowledge.
Kathleen is originally from Chicago, IL, but has lived in Manhattan Beach for the last 30 years with her husband, 2 daughters and most recently, 3 grandsons.
The information contained herein is for general educational and informational purposes only. It is not intended as personalized investment, tax, legal, or other advice. We do not provide any tax or legal advice. You should consult with your independent investment, legal, tax, and/or other professionals with respect to your individual situation and needs before considering taking any action.
A sneak peek of the things you'll learn:
- Kathleen Adams tells us about her business and what lead her to start her own business
- What were some of the mental hurdles or maybe fears she had to overcome to get started
- What was the ultimate tipping point that made her decide to go all in and bet on herself
- What key decisions she made that had the biggest impact to her success
- What quotes/advice/practices has helped her most to motivate her to keep moving forward
- What is she learning right now as a “life-long learner”
- What would be some advice she would like to share with our listeners who are on the fence considering owning their own business
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