Needham, MA

Kelli Adams

CFP^®, EA

Senior Wealth Advisor

140 Kendrick St, Building B, 3rd Floor
Needham, MA 02494

kelli.adams@focuspartners.com

Services and personalized investment advice are only provided pursuant to an advisory agreement with the client. We do not provide individualized stock recommendations over social media. Be aware that specific investment opportunities shared through WhatsApp are fraudulent.

Professional Certifications

CFP^® – CERTIFIED FINANCIAL PLANNER^® professional
EA – Enrolled Agent

About Kelli

Kelli brings more than 20 years of experience in tax, investment, and retirement planning to her clients. She currently provides tax, investment, and retirement advice to executives, retirees, entrepreneurs, and young professionals. Kelli also participates in the firm’s educational programs to support women.

Education and Professional Milestones

- University of New Hampshire – Bachelor’s Degree

- CERTIFIED FINANCIAL PLANNER™ - Enrolled