Kathleen Adams, CFP® has been a Financial Advisor with Waddell & Reed for over 10 years. She has a Bachelor of Science degree from Loyola University in Chicago and completed the Personal Financial Planning Certificate program at UCLA Extension. Her objective has always been to help clients create an income stream they cannot outlive so they can retire in dignity and comfort. This requires a customized retirement income solution process that incorporates both wealth management and risk management. Kathleen is also a CERTIFIED FINANCIAL PLANNER™ practitioner, a member of the Los Angeles chapter of the Financial Planning Association and is on the board of the South Bay Estate Planning Council. Community involvement includes membership in the Manhattan Beach Chamber of Commerce, Manhattan Beach Rotary, and Downtown Business Owner’s Association. She is an alumni of Leadership Manhattan Beach, and an associate of Sandpipers philanthropic organization, has 2 daughters and resides with her husband in Manhattan Beach, CA.