Sandra Dee Adams
Investment adviser representative at Center for Financial Planning Inc
25 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
25 years in the industry.
- Society for Active RetireesOct 2017 to now
- Center for Financial Planning IncJan 2010 to now
- Raymond James Financial Servi Ces, IncAug 1996 to now
- Schoolcraft CollegeOct 2017 to Oct 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
State registrations
Registered as an investment adviser representative in 2 states (MI, TX).
Center for Financial Planning Inc
$2BAssets managed
1,496Clients
17Advisers
20 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2962229
- Firm CRD
- 109599