Contributed by: Sandra Adams, CFP®
The Center's long and distinguished history of service to the Financial Planning Association (FPA) continues, as Sandy Adams, CFP® passes the torch to Center team members Tim Wyman, CFP® and Nick Defenthaler, CFP®. Sandy recently left the FPA of Michigan Board of Directors after 7 years of service, including 2 years as board president and 2 years as board chair. Tim has served previous terms of the FPA Michigan board, as well as a term on the FPA National board. Nick is joining as a first-time board member.
Each of our founding partners has served in the leadership of our professional organization -- giving back to our profession is an important goal of The Center and honors our firm value of Professionalism and Competence. Our involvement with the FPA is an honor and tradition that we hope to keep alive for years to come.
Sandra Adams, CFP® is a Partner and Financial Planner at Center for Financial Planning, Inc. Sandy specializes in Elder Care Financial Planning and is a frequent speaker on related topics. In 2012-2014 Sandy has been named to the Five Star Wealth Managers list in Detroit Hour magazine. In addition to her frequent contributions to Money Centered, she is regularly quoted in national media publications such as The Wall Street Journal, Research Magazine and Journal of Financial Planning.
Five Star Award is based on advisor being credentialed as an investment advisory representative (IAR), a FINRA registered representative, a CPA or a licensed attorney, including education and professional designations, actively employed in the industry for five years, favorable regulatory and complaint history review, fulfillment of firm review based on internal firm standards, accepting new clients, one- and five-year client retention rates, non-institutional discretionary and/or non-discretionary client assets administered, number of client households served.