Amira Adams

CRPS®, PPC™
Personal Finance, Retirement, Investing
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“As the Director of Participant Services at RTD Financial Advisors, Inc, Amira Adams is dedicated to helping her clients achieve financial freedom so they may experience balanced and fulfilling lives.”
Firm:

RTD Financial Advisors, Inc.

Job Title:

Director of Participant Services

Biography:

Amira A. Adams is the Director of Participant Services at RTD Financial Advisors, Inc. Prior to receiving an Honorable Discharge from the United States Air Force in 2001, Amira trained and worked as an Air Traffic (Tower Controller) and a Financial Management Specialist.

In her role, Amira helps her clients with managing their retirement plans, offering support services to their plan participants as well as their HR Departments. Helping employers as well as their employees with managing and understanding their retirement plan goals satisfies her need to be of compassionate service to others. She has found that it takes dedicated individuals to experience the best support and guidance. She truly enjoys her clients, her colleagues and doing just that.

Amira has her Associate's in Business Administration. She has obtained her Series 65 license, is a Chartered Retirement Plan Specialist®, and received the Professional Plan Consultant™ certification from the Financial Service Standards, LLC in association with Robert Morris University. In her role, she acts as a liaison between the Plan Sponsor and other providers, assists with employee education, communication, and other plan support services.

Education:

BBA, Business Administration and Management, Cheyney University of Pennsylvania

CRD Number:

6256348

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