Kathleen A. Adams, CFP® CPWA® in

Kathleen A. Adams, CFP® CPWA®

Critic · DISC type C
Member at Abundance360
📍 Manhattan Beach, California, United States

Kathleen Adams is a Co-Founder of Second 50 Financial and Founder of Second 50 Movement, specializing in financial planning for the second half of life. She became a partner at Signature Estate & Investment Advisors, LLC in 2017. She earned her Bachelor of Science from Loyola University Chicago.

Kathleen is a member of Abundance360, an exclusive program curated by Peter H. Diamandis. Her travels include Thessaloniki, Greece, where she explored Greek culture and family experiences.

She is the author of "Getting Out, " a book on successful business exits through financial planning.

Read the full overview →
Experience
26 Years
Current Role
Member
Job Level
Leadership
Location
Manhattan Beach, California, United States
Personality Overview

How Kathleen shows up

Precise
Critic
ROI Driven

They are quite likely to negotiate on pricing or other key terms. They don’t appreciate bells and whistles unless backed by data. They prefer to do logical analysis and value evidence over emotions.

Priorities

Topics Kathleen cares about

Longevity Planning
As Co-Founder of Second 50 Financial and Second 50 Movement, her work focuses on financial management for individuals' later years.
AI Amplified Wisdom
Her current professional focus includes integrating AI Amplified Wisdom into financial strategies for the next 20-30 years.
+5 more topics Login to view topics
Career

Work history

3-2023
Member
Abundance360
2-2021
Founder
Second 50 Financial
11-2012 - 2-2021
Partner
Signature Estate & Investment Advisors, LLC
6-1999 - 11-2012
Financial Advisor
Waddell & Reed
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
Bachelor of Science
Loyola University Chicago
2013 - 2014
CPWA® designation
The University of Chicago Booth School of Business
2002 - 2003
CFP® Designation
College of Financial Planning
Social presence
in
Behavioral profile

DISC profile (public)

C

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Kathleen. Free, 10 seconds.