Daniel H. Adams,  CFP<sup>&reg;</sup> - Financial Advisor

Daniel H. Adams, CFP®

AIF®

Financial Advisor

Latitude Wealth Management LLC

7117 W Hood Pl, Ste 120
Kennewick, WA 99336

Latitude Wealth Management LLC

115 S Madison St
Walla Walla, WA 99362
FINANCIAL ADVISOR'S WEBSITE
(877) 628-2291
(509) 628-2291 (509) 525-5975
CONNECT WITH Daniel
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General

Daniel Adams is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Latitude Wealth Management LLC in Kennewick, WA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: WA, OR
  • Health/disability insurance: WA, OR
  • Fixed annuities: WA, OR
  • Variable annuities: WA, OR

Broker-Dealer Affiliation

Cetera Financial Group

Broker-Dealer Disclaimer

Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity.

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Investment Management, Employee Benefits, Government & Military, Life Planning, Retirement, Sudden Wealth

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Helpful Financial Planning Resources