Catherine Jenkins, Financial Advisor located in Frisco, TX

Financial Advisor
Catherine Jenkins

CEPA®
255 W Lebanon Suite 204, Frisco, TX 75036opens in a new window
Accepting New Clients
Serving clients with $250,000
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Portfolio Reviews
  • Entrepreneurs & Business Owners
  • Divorce Finances
  • Corporate Executives

Financial Advisor Certifications

  • CEPA®

    Certified Exit Planning Advisor®

Personal Interests

  • Spending Time with Family
  • Community Outreach
  • Outdoor Enthusiast
  • Traveling
  • Wine Collecting/Enthusiast

Team Members

  • Amanda Ream
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(469) 731-0381

Fax

(833) 450-9714

Office Address

255 W Lebanon Suite 204
Frisco, TX 75036opens in a new window

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