Kristi DeJoseph, Financial Advisor located in Norwalk, IA

Financial Advisor
Kristi DeJoseph

MBA, CFP®, CRPC™
620 North Avenue, Norwalk, IA 50211opens in a new window
Client by Referral
Serving clients with $250,000 plus
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Charitable Giving
  • Corporate Executives
  • Intergenerational Planning

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CRPC™

    Chartered Retirement Planning Counselor™

Personal Interests

  • Spending Time with Family
  • Traveling
  • Community Outreach
  • Volunteering

Team Members

  • Emily Stover
    Registered Branch Associate
    FPQP®
  • Kristi Schmidt
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(515) 285-6110

Fax

(877) 540-3912

Office Address

620 North Avenue
Norwalk, IA 50211opens in a new window

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