Created jointly by Wells Fargo Advisors and the College for Financial Planning®, the Accredited Domestic Partnership AdvisorSM, or ADPA®, program educates Financial Advisors about the financial needs and considerations of LGBT individuals, domestic partners, and same-sex married couples. Despite significant progress in the legal landscape regarding same-sex marriage, LGBT individuals and couples still have unique needs when it comes to wealth management and retirement planning, and asset transfers to heirs may still present challenges when it comes to achieving life goals.
Financial Advisors with Wells Fargo Advisors were among the first in the industry to receive the ADPA designation. Our Financial Advisors who have the ADPA designation have been trained on key issues affecting LGBT individuals, domestic partners, and same-sex married couples and are dedicated to providing them with tailored investment planning solutions.
Visit wellsfargoadvisors.com/adpa to find an ADPA-certified Financial Advisor