Sandra D. Adams, CFP®

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Sandra Adams, CFP® named to Forbes 2023 Top Women Wealth Advisors Best-in-State List, and Forbes 2022 Best-In-State Wealth Advisors list.

Sandra D. Adams, CFP®, is a Partner and CERTIFIED FINANCIAL PLANNER™ professional at Center for Financial Planning, Inc.®.

Having joined The Center team in 1996, Sandy has more than 20 years of financial planning industry experience. She was nationally recognized by Forbes as a Top Woman Wealth Advisor Best-in-State in 2023 for the fourth consecutive year, and recognized on Forbes’ 2022 Best-in-State Wealth Advisors list.

Sandy specializes in Elder Care Financial Planning and is a frequent speaker on related topics with the Michigan Association of CPAs, Wayne State University Institute of Gerontology (WSU IOG), SOAR (Society for Active Retirees), AICPA (Association of International Certified Professional Accountants) and other public and professional groups. In addition to making frequent contributions to The Center’s “Money Centered” blog, she serves as a trusted source for national publications, including The Wall Street Journal, Research Magazine, and Retirement Daily. She regularly contributes to the Journal for Financial Planning and Practical Compliance and Risk Management. She is also an instructor for the Schoolcraft College Continuing Education program on topics related to Long Life Planning and Following a Fiduciary Standard.

Sandy enjoys working with clients and their families to create customized and actionable financial plans that can be easily implemented with the assistance of a professional partner. She’s worked with generations of families—older adults, their children, and grandchildren—and is specially trained to work with those going through the death of a spouse, divorce, job loss, and other stressful life transitions.

Along with volunteering for the WSU IOG, Alzheimer’s Association, and other local nonprofits, Sandy enjoys traveling and spending time with her family.

Education:

Master’s Degree, Gerontology, Eastern Michigan University
Bachelor of Science, Eastern Michigan University
Certificate of Financial Planning, American College
Trained at the Financial Transitionist® Institute, a division of the Sudden Money® Institute
Trained at the Caregiving Years Training Academy through the Certified Caregiving Consultant Training Program

AWARDS

Forbes Top Women Wealth Advisors Best-in-State 2024, 2023, 2022, 2021, 2020 - Click to learn more
Forbes Best-In-State Wealth Advisors 2022 – Click to learn more

LICENSES & CERTIFICATIONS:

CERTIFIED FINANCIAL PLANNER™ (CFP®)
Series 7 and Series 63 Securities Licenses
State of Michigan Life and Health Insurance Licenses

LEADERSHIP & COMMUNITY INVOLVEMENT:

Graduate, Leadership Oakland Class of XXV
Financial Planning Association of Michigan

Current Board of Directors (Board Chair, Pro Bono Co-Chair)
Board of Directors (Eight Years) – Past Service
Board President (Three Years)

Wayne State University Institute of Gerontology, Board of Visitors
Women Conquer ALZ Event Planning Committee 2024
Universal Dementia Caregivers Board of Directors
On the Wings of Angels Board of Directors

AREAS OF FOCUS & INTEREST:

Aging/Longevity
Planning for caregivers who are assisting loved ones
Financial Planning for those going through the death of a spouse, divorce, job loss, and other stressful life transitions

The Forbes ranking of America’s Top Women Wealth Advisors Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. This ranking is based upon the period from 02/04/22 to 09/30/22 and was released on 02/02/2023. Research Summary (As of February, 2023) 38,314 nominations were received and approximately 1,700 women won based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/lists/best-in-state-women-advisors/ for more info.

The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK® Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Out of approximately 34,925 nominations, more than 6,550 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or SHOOK® Research, LLC. Please visit forbes.com/best-in-state-wealth-advisors for more info.