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.