Adeline started her career as an LPL Financial Advisor in 2017 and joined Stanford Federal Investment Services in 2018. Her areas of focus include goal-based asset management, tax planning strategies, as well as retirement and legacy planning. As part of the Stanford Federal Investment Services team, she is passionate about helping clients work towards improving their financial lives and strives to guide them in managing their assets, especially during times of uncertainty and market volatility. She knows the importance of setting clear expectations and having consistent communications to support clients in developing a financial strategy that works for them. She is located at Stanford FCU’s Pampas Lane Branch, but is available by appointment in all other locations.