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Chrystal A

CFP®, Series 66

Marksville, LA

Cetera

Chrystal Adams is a CFP® professional with 17 years of experience in the financial industry. She is currently with Cetera and has held previous roles at Avantax Insurance Agency, Avantax Advisory Services, and Empower Wealth Management, which she also owns. Outside of her advisory work, Adams serves as president of the Rotary Club of Avoyelles, where she leads weekly meetings and community fundraising efforts. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management services, financial planning, and access to third-party money managers.

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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