Vickie Adams, CFP, CDFA

San Pedro, États-Unis

5

7 avis

Contacts

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Téléphone :
+1 310-514-0240
Site :
www.wealthvickie.com
Adresse :
2403 S Moray Ave Ste 3B, San Pedro, CA, 90732
San Pedro
Arrêts et stations de transports en commun proches
3.4 kmSamson Way/Ports O' Call
3.4 km22nd Street/Marina
3.6 km6th Street/Downtown San Pedro
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Carte

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Aujourd'hui

Aujourd'hui –
Heure locale (San Pedro) 00:30 samedi 21 juin 2025

Horaires d'ouverture

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Alentours

Parcourez des lieux proches :
1
m
Vivian Tran, DDS
2403 S. Moray Ave Ste 2
1
m
Brust James S MD
2403 S Moray Ave Ste 4
1
m
Kate Cummins, Psy D
2403 S Moray Ave
30
m
S.B. Aesthetics & Electrolysis
2403 S Moray Ave Ste 5
50
m
7-Eleven Food Stores
1700 W 25th St
70
m
Albertson’s
1660 W 25th St

7 avis sur Vickie Adams, CFP, CDFA

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Évaluation du lieu : 5
San Pedro, CA
Vickie has provided me with valuable financial insight for over the past 10 years and continues to win my business time and time again. She has always steered me straight and I thank her for that. I highly recommend her!
Évaluation du lieu : 5
Torrance, CA
Vickie has been helping me sort through all my financials and get them organized so that I can make educated decisions. Because of a family crisis, at the same time she has had to deal with my anguish and anxiety and she has done so with grace and sensitivity. She has been an amazing source of support and insight.
Évaluation du lieu : 5
Los Angeles, CA
Vickie is a well known and trusted resource. As a long time professional in human resources in the financial services industry, I trust her completely to be honest, transparent, hard working and 100% serve the needs of her clients. I recommend her without any reservations.
Évaluation du lieu : 5
Little Italy, San Diego, CA
Vickie has been invaluable help to our planning process. She is always available to answer our questions at any hour and always has a good solutions to a myriad of issues. We have total confidence in her. She’s always nice and a pleasure to work with.
Évaluation du lieu : 5
Washington, DC
Vickie is an absolutely wonderful resource for divorce financial planning. I run a successful relationship blog (over 7 million views to date and a book deal) and I use Vickie as a subject matter expert on divorce finances, especially when dealing with infidelity.
She’s got a cool head, and a soothing voice of calm, rationality when dealing with highly emotional subjects (money! yours!)
I recommend Vickie and her financial services without reservation. She’s a gem.
Évaluation du lieu : 5
Long Beach, CA
I found Vickie through her Second Saturday Divorce Workshop as I wanted to learn more about the divorce process. She puts on a wonderful, donation-​based workshop through a local nonprofit for any woman who wants to learn more about the process. After hearing her presentation, I observed her to be very knowledgeable and really interested in helping women through a difficult time. I would absolutely recommend her services to anyone needed financial help or advice.
Évaluation du lieu : 5
Redondo Beach, CA
Been using Vickie as my tax preparer for years now. She is a real pro. not only does she know the latest tax law, she’s very diligent about getting her clients the best possible return without cutting corners or putting her clients at risk of an audit.