A complete list of active advisors currently associated with CEG Life Financial Services

Warmer can help you find a great advisor at CEG Life Financial Services or one who fits your needs even better.

CEG Life Financial Services provides financial planning to individuals and families, delivering comprehensive or segmented plans that cover investments, insurance, taxes, and estate considerations. The firm does not manage client investment portfolios on a discretionary or non-discretionary basis and recommends mutual funds and exchange-traded funds only when appropriate to a client’s needs. Advisory work focuses on collecting and analyzing a client’s income, accounts, insurance products, and goals to identify gaps and design long-term strategies aimed at financial security, with referrals to other professionals where specialized services are needed. The firm delivers planning as a project-based engagement with the option of periodic reviews rather than ongoing asset management, and it acknowledges fiduciary duties for ERISA and IRA clients. Noteworthy distinctions include that the adviser and its representatives are licensed insurance producers and may receive commissions and sales awards for insurance products, an activity the brochure states could occupy a significant portion of normal working hours and which is disclosed as a potential conflict of interest. The firm also differs from most peers by not using percentage-of-AUM billing and by relying on one-time or periodic financial planning engagements, and it follows the CFP Board’s Code of Ethics and occasionally offers no-fee seminars.

To learn more about the advisors currently working at CEG Life Financial Services, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Daniel Adams	Monroe, WA	4

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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