Sandra D. Adams, CFP®, CeFT™

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Partner and CERTIFIED FINANCIAL PLANNER™

Partner and CERTIFIED FINANCIAL PLANNER™

Sandra D. Adams, CFP®, CeFT™, 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 works most closely with team members Bob Ingram, in the firm’s Financial Planning Department, and Emily Moore, in the Client Service Department.

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), 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, an online retirement publication. She regularly contributes to the Journal for Financial Planning and Practical Compliance and Risk Management and is an instructor for the Schoolcraft College Continuing Education program on topics related to Long Life Planning and Serving as a Financial Fiduciary.

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

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

    • Board of Directors (Seven Years)

    • Board President (Two Years)

    • Women in Finance Knowledge Circle Committee

  • Wayne State University Institute of Gerontology, Board of Visitors

  • Joint Alzheimer’s Association/ Wayne State University Institute of Gerontology Fall Conference, Planning Committee

AREAS OF FOCUS & INTEREST:

  • Elder Care Planning

  • Financial Planning for those going through the death of a spouse, divorce, job loss, and other stressful life transitions