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Vickie A

CFP®, Series 63

Denver, CO

Cetera

Vickie Adams is a CFP® and Series 63 licensed financial advisor with 33 years of industry experience. She has worked at Cetera since 2025 and previously spent over three decades with Avantax Advisory Services and its affiliates. In addition to her advisory work, Adams owns a business consulting practice as a Certified Divorce Financial Analyst and provides tax preparation services. Cetera Investment Advisers LLC distributes its services through a nationwide network of independent advisors, serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services across multiple program structures, with more than $256 billion in assets under management and a comprehensive suite of affiliated partners.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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