Adam M. Sachs, CLU, ChFC, CFP, CLTC, has been named President of the Massachusetts Chapter of the National Association of Insurance and Financial Advisors (NAIFA-MA). Sachs is a Senior Financial Advisor with Centinel Financial Group, LLC, Wellesley Hills, Mass.
Sachs joined Centinel Financial Group, LLC in 1993 after graduating from Babson College in Wellesley. His planning process focuses on gaining an understanding of his clients’ current financial situation, taking into consideration their goals and objectives. He then makes recommendations and assists in implementing solutions tailored to each client’s issues and needs.