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Financial Planning > College Planning

Person of the Week

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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.

As a Senior Financial Advisor, Sachs is able to provide a wide array of investment and insurance strategies. Through his extensive network of CPAs, attorneys and other experienced professionals, he is able to design strategies for the various stages of his clients’ lives.

A native of Worcester, Mass., Sachs currently resides in Ashland, Mass., with his wife, Joy; daughter, Ashley, and son, Andrew. He is active in his community and has participated for the past several years in the Cycle for Haylee, a bicycle ride to raise money for the Cystic Fibrosis Foundation.