Lauren Adams, CFA®, CFP® and Matt Trujillo, CFP® Join The Center Partner Team
This, as the firm enters its 36th year in business
Southfield, Mich. (January 1, 2021) – Center for Financial Planning, Inc.® (“The Center”), named both Lauren Adams, CFA®, CFP® and Matt Trujillo, CFP® firm Partners. In addition to now sharing ownership, Adams will continue to serve as Director of Operations and Trujillo will continue to serve as a Senior Financial Planner.
Adams and Trujillo, who have been with The Center for 3 and 7 years respectively, were invited to become co-owners because of their contributions to the firm and ability to grow the business. This brings the partner team to eight.
Director of Investments Angela Palacios, CFP®, AIF® says that leaders like Lauren and Matt are a key part of making the Center the great place that it is now. “They will be a key part of taking this team forward in delivering the very best for our clients in the future.”
Over the firm’s 36 year history, they are the eleventh and twelfth employees to advance to Partner.
“I couldn’t be more grateful for this path that led me to where I am today,” said Adams. “I am thrilled to begin this next chapter as a firm partner and share the great responsibility of stewardship for this incredible firm that has always been innovative and a leader in the industry.”
“The firm’s commitment to the financial planning process is second-to-none in my opinion,” said Trujillo. “I joined firm about 7 years ago after recognizing a group of like-minded professionals. And I had to be part of it.”
The Center is a privately held wealth management firm with a focus on financial planning and investment management. Its mission is to improve lives through financial planning done right, and the firm achieves this by working as a team and preserving its commitment to the financial planning process.
About Center for Financial Planning, Inc.
Center for Financial Planning, Inc.®, Southfield, Mich., has been committed to assisting people with life’s most important financial goals since 1985. With twelve financial planners offering various specialties, 29 team members and over $1 billion in assets under management, The Center partners with clients in 40 states and 6 countries to achieve their individualized financial goals. Center for Financial Planning, Inc. is a Registered Investment Advisor and independent of Raymond James Financial Services. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services offered through the Center for Financial Planning, Inc.® Center for Financial Planning, Inc.® is not a registered broker/dealer and is independent of Raymond James Financial Services. For more information, please visit www.CenterFinPlan.com.