Kathleen A. Adams

About Kathleen A. Adams

I became a financial planner because of my father. He was a successful dentist, deeply committed to his patients, and well-supported by advisers he trusted. But when health issues abruptly forced him into retirement, unexpected financial realities surfaced and there was no integrated plan in place by any of the advisers to help protect the lifestyle he loved. Watching that unfold taught me a lasting lesson: traditional planning often works beautifully. until life changes the rules. I broadened my vision with three key questions about a person\'s second 50 years: How do people financially manage this time in life? What do they genuinely want? How do they stay healthy and vital to enjoy their second 50?That experience reshaped how I think about money, freedom, and life after 50. It led my business partner and me to develop a customized process we call Lifestyle Preservation Planning™ — a planning-first philosophy that treats wealth as a platform for living, not just a number to grow.Today, as Founding Partner of Second 50 Financial, I help successful entrepreneurs, executives, and professionals design financial strategies that protect current income, support future opportunity, and adapt to the realities of longer lives and changing health. Our work integrates planning, investment strategy, tax and estate coordination, insurance, and income distribution including access to institutional-level investments such as private equity, real assets, and other alternatives — all structured around the life you want to continue living.Alongside this work, I co-lead the Second 50 Movement — a community built for people who believe life after 50 can be bigger, healthier, and more purposeful than they ever thought possible. It\'s about expanding what\'s available in your future when financial confidence, vitality, and modern tools like Al are intentionally designed into your life.If you\'re ready to rethink your next chapter while creating room for what\'s next - and build a strategy that protects the lifestyle you love while creating room for what\'s next - let\'s connect.

Experience

1. Founder

   Second 50 Financial

   Feb 2021 — Present · Manhattan Beach, CA, US

   Co-Founder of Second 50 Financial, LCC an investment advisor registered with the United States Securities and Exchange Commission.

Education

• The University of Chicago Booth School of Business

  CPWA® designation, Certified Private Wealth Advisor

  2013 — 2014

• UCLA

  Personal Financial Planning

• Loyola University Chicago

  Bachelor of Science, Magna Cum Laude

• College of Financial Planning

  CFP® Designation

  2002 — 2003