Cord Adams, AAMS®, AIF®, CRPC®, AWMA®, NQPC™
Wealth Manager, Partner
Cord serves as a Wealth Manager, working directly with his clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.
With more than 25 years of experience in the financial services industry, Cord offers his clients a truly comprehensive planning experience. Prior to joining Creative Planning, he served as a Wealth Advisor at an independent investment advisory firm.
Cord received his Bachelor of Business Administration degree in finance from Southern Methodist University. He is also a Chartered Retirement Planning Counselor™ professional, as designated by the College for Financial Planning; an Accredited Wealth Management Advisor professional<sup>®</sup>, as certified by the College for Financial Planning<sup>®</sup>; an Accredited Asset Management Specialist™, as designated by the College for Financial Planning; a Nonqualified Plan Consultant, as designated by the National Association of Plan Advisors; and an Accredited Investment Fiduciary<sup>®</sup> professional, as designated by Fi360.
Cord and his wife, Suzy, enjoy traveling, athletics, and attending the theater and local sporting events with their son, Beck.
Articles by Cord Adams, AAMS®, AIF®, CRPC®, AWMA®, NQPC™
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