Kelly Adams – Financial Adviser

My information


Kelly Adams – Financial Adviser

About me

CFP®, EA, Founder & Senior Advisor at Harbor Light Planning. After acquiring eight years of experience in tax compliance and planning, I changed my focus to comprehensive financial planning after consistently seeing a need for this type of service among the clients I serviced.I began practicing life-centered financial planning after completing the Cambridge Advisors Advantage training program in 1998 offered through the Alliance of Cambridge Advisors. I spent over five years working with nationally recognized advisor, Bert Whitehead, JD, MBA, founder of Cambridge Advisors and President of Cambridge Connection, Inc., as an advisor and eventually partner.

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A note from SUM180

SUM180 Plans are designed to stand alone, but if you ever need additional financial planning advice from an unbiased financial expert, SUM180 provides access to selected FA4Me financial advisers, like Kelly, for additional consultation. Like your SUM180 plan, FA4Me financial advisers consider your whole picture — your savings, debt, house, and other assets, so you have a complete understanding of your financial picture as you move towards your goals.