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Angela P
CFP®, Series 63, Series 65
Southfield, MI
Center for Financial Planning Inc
Angela Palacios is a CFP® with 22 years of industry experience currently with Center for Financial Planning Inc in Southfield, MI. She has worked at Raymond James Financial Services since 2008 and was with Center for Financial Planning from 2012 to 2019. She serves as a board member and secretary for the Ice House Skating Academy, a nonprofit organization. Center for Financial Planning, Inc. provides financial planning and investment management services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm emphasizes strategic asset allocation and diversification across various investment vehicles and manages approximately $1.97 billion in assets with a team of 17 advisors.
Sandra A
CFP®, Series 63
Southfield, MI
Center for Financial Planning Inc
Sandra Adams is a CFP® with 23 years of experience in the financial services industry. She is affiliated with Center for Financial Planning Inc and has worked at Raymond James Financial Services, Inc. since 1996. Adams is also involved with the Society for Active Retirees. Center for Financial Planning, Inc. provides financial planning and investment management services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a strategic asset allocation and diversification approach and manages approximately $1.97 billion in assets with a team of 17 advisors.
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