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    Kathleen Adams


    Fraser Financial Group - Main Office
    8383 Wilshire Blvd Suite 600 Beverly Hills, CA 90211-2425
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    About Kathleen

    Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.


    Bachelors Degree, University of California, Riverside, CA

    Masters Degree, Loyola Marymount University, Los Angeles, CA

    Certified Financial Planner, College for Financial Planning, Boulder, CO

    Certified Family Business Specialist, American College, Bryn Mawr, PA

    Certified Long-Term Care Designation

    Area(s) of Focus

    • Insurance Strategies
    • Investment Strategies

    Offices operating under an alternative marketing name may offer products, services, or guidance outside of their relationship with MassMutual, MML Investors Services, MSI Financial Services, Inc., or their affiliated companies. Any such offices are not subsidiaries or affiliates of MassMutual or its affiliated companies.

    Kathleen Adams CFP®, CLTC, CFBS is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC, Member SIPC, 8383 Wilshire Blvd, Suite 600, Beverly Hills, CA 90211-2425, Tel: (323) 965-6300

    MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Agency officers are not officers of MassMutual.

    I am licensed to sell Insurance Products in the following jurisdictions:
    California, Florida, Georgia, Mississippi, Nevada, New Jersey, New York, Oregon, Pennsylvania, Texas

    I am licensed to sell Securities Products in the following jurisdictions:
    California, District of Columbia, Mississippi, Nevada, New York, Oregon, Florida, Illinois, New Jersey, Pennsylvania, Texas

    Kathleen Adams CFP®, CLTC, CFBS, Beverly Hills, CA, CA Insurance Lic.# 0733257

    You Have a Vision
    for Your Future.

    Our Financial Professionals can help you turn it into reality. Discover the benefits of working with us, and find out how we can help.

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