Click on the image above to view a video of Sandy and Matt!
Contributed by: Center for Financial Planning, Inc.®
This year marks 25 years that both Sandy Adams, CFP® and Matt Chope, CFP® have been at The Center. Over those years, they've made a tremendous impact on our clients, our team members, and the firm itself.
Sandy Adams specializes in Elder Care Financial Planning and works with generations of families including older adults, their children, and grandchildren. She also works with those going through stressful life transitions such as the death of a spouse, divorce, or job loss.
Sandy is a frequent speaker at conferences, actively volunteers with local nonprofits, and regularly contributes to various blogs, journals, and publications. She has also been nationally recognized by Forbes as a Top Woman Wealth Advisor in both 2021 and 2020.
Matt Chope helps individuals and families with financial planning, in addition to working with local corporations and non-profits on business management decisions. With his interests in economics and financial markets, Matt is also a valued member of the firm's investment committee.
Matt has earned a place on Forbes’ Best-In-State Wealth Advisors List in Michigan for 2021 for the third year in a row. He is a member of multiple public and professional groups, is a trusted source for investment-related publications, and oversees and manages several local endowments.
We couldn't be happier to recognize and celebrate such a huge milestone for Sandy and Matt. Congratulations to the both of you!
The Forbes ranking of America's Top 1,000 Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of 7 years of experience and weighing factors like revenue trends, AUM, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Research Summary (as of February 2021): 32,810 nominations were received based on thresholds (9,785 women) and 1,000 won; (as of April 2020): 32,000 nominations were received based on thresholds (9,654 women) and 1,000 won. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/top-women-advisors for more information.
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 32,725 nominations, more than 5,000 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.
2020: 32,000 nominations with more than 4,000 advisors received the award.
2019: 29,334 nominations received and 3,477 received the award.