Kathleen Adams Certified Financial Planner - Fraser Financial Group
My focus: Helping successful business owners, executives and individuals define how they want to build, ENJOY & transfer their business & personal wealth using carefully selected insurance & financial vehicles.
(323)965-6318 (323)965-9122 Fax
8383 Wilshire Blvd. Beverly Hills, CA 90211-2409 -
MAP
8383 Wilshire Blvd. Suite 600 Beverly Hills, CA 90211-2409
Work Phone
(323)965-6318
Fax
(323)965-9122
Web Site
Member Since
4/2004
Author, The Complete Estate Planning Guide, A Penguin Paperback with nearly 2 million copies sold. Use of financial planning skills to do advanced, strategic insurance planning for business owners, families and high net-worth estate planning.
Life Insurance planning, Long-term care insurance, disability insurance, executive benefits, estate planning, financial planning, business succession planning.
Middle market closely-held businesses in need of succession planning, families in need of financial planning, and carefully tailored life, disability and long-term care insurance planning, high net-worth families needing retirement and estate planning.
Manufacturing, food-related, service companies.
Information Not Available
Graduate Degrees
M.A. CFP CFBS CLTC
College Degrees
B.A., English Literature
Organizations
Los Angeles Business Forum, Association for Corporate Growth
