Kathleen Adams, CFP^® CPWA^® RMA^® is a founding partner of Second 50 Financial. As a financial planner for over 20 years, she is in the lifestyle preservation business. She and her team have developed a unique process in order to address the expanded needs of successful business owners who are enjoying a wonderful lifestyle and require a different kind of financial plan.

Kathleen has a Bachelor of Science degree from Loyola University in Chicago, graduating magna cum laude. She earned her CERTIFIED FINANCIAL PLANNER™ certification and completed the Personal Financial Planning (PFP) designation program at UCLA Extension in 2003. In 2015, Kathleen earned the Certified Private Wealth Advisor^® designation, in advanced wealth management strategies and applied concepts at The University of Chicago Booth School of Business as well as the Applied Behavioral Finance Certificate enhancing her industry knowledge. Most recently, in 2022 she completed the Retirement Management Advisor^® program with the Investments & Wealth Institute^®, an advanced certification for financial professionals that provides them with knowledge to help build personalized retirement income plans for their clients focusing on strategies to manage the challenges of today’s world alongside proven solutions from the past. The Investments & Wealth Institute is a professional association, advanced education provider, and certification board for financial advisors, investment consultants, and wealth managers who embrace excellence and ethics.

Kathleen is originally from Chicago but has lived in Manhattan Beach for the last 30 years with her husband, two daughters and most recently, four grandsons.

(CA Ins. License #0C76833)

David Swift, CIMA^® is a Founding Partner of Second 50 Financial. His chief role is to help develop sound financial advice for the firm’s clients. His focus is on investment analysis and financial planning strategy. He also takes a lead role in working with clients’ tax advisors during the formation and execution of financial plans.

David has been working in the financial related industry for over 12 years. He has successfully completed the Certified Investment Management Analyst (CIMA^®) Program at the Wharton School of Business. Recently, David earned the Investment Management Consultant’s Association’s (IMCA) Applied Behavioral Finance Certificate. The program addressed common behavioral challenges that trip up investors and advisors alike. IMCA’s program featured notable experts from leading business schools such as MIT, Chicago Booth and Duke presenting in-depth, thoughtful, and interesting research from the field today. The program also included timely and relevant presentations from behavioral finance experts, financial advisor practitioners, and cutting-edge academics. David holds the Series 7, 66 and CA Insurance license.

(CA Ins. License #0H33436)

Lisa Morig’s primary focus is Client Administrative Operations for Second 50 Financial. Lisa has over 10 years of experience in the financial industry providing expert client service and support to financial firms and clients.

Lisa graduated from Rockford University with a B.A. in Elementary Education.

Lisa currently resides in Redondo Beach.

Katie O’Neill’s focus is primarily on Business Operations for Second 50 Financial. With over ten years of experience, Katie also takes a lead role in the collection and input of financial planning data for our clients.

Katie graduated from the University of California, Santa Barbara with B.A. degrees in Business Economics and Psychology.

Katie resides in Hermosa Beach with her husband Dennis and their two sons.

Bill has over 30 years of public accounting experience, beginning his career with Price Waterhouse. Currently, the principal focus of his firm, Carlson CPA, Inc., is providing outsourced client accounting services, including CFO services and income tax planning to the business and their owners.

Todd has 25+ years of experience in the financial services industry, ranging from compliance and operations to business development and relationship management. He has served as Chief Compliance Officer, Chief Operating Officer, Director of Advisor Development, and other roles. Over his last 17 years, he has focused on supporting independent registered investment advisory firms. During his career, he has also worked with independent broker-dealer advisors and bank investment programs.