Adams & Associates

CONNECT

Address:

8484 Allentown Pike
Blandon, PA 19510

Phone:

610-916-6393

Fax/Other:

610-916-3599

James L. Adams, CFP®, ChFC®, CLU®

James L. Adams, CFP®, ChFC®, CLU®

Registered Principal
Certified Financial Planner

Jim began his career in the financial services industry in 1984 with a national brokerage firm. In 1999 he founded Adams & Associates, a Financial Advisory Firm.

Jim is a practicing financial planner with more than 25 years of broad-based experience in financial planning for high net worth clients on investments, retirement, insurance, taxes and estate planning. He also serves as a member of the firm's Investment Committee, which is responsible for researching, monitoring, and recommending equity, fixed-income, and alternative investments for clients.

He holds the designations of Certified Financial Planner, Chartered Financial Consultant, and Chartered Life Underwriter. Jim is a current member of the Financial Planning Association and is a well-known and respected speaker on a wide range of financial subjects. Jim addresses local audiences on radio station WEEU where he helps listeners understand the financial planning process.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck