One of the best decisions I've made is to be an Edward Jones financial advisor. With deep and personal connections to clients, I focus on helping them achieve their financial goals. I know that through the years, clients have worked hard, saved and invested. While we cannot predict the future, we can prepare for it. Whether it's saving for retirement, paying for college or protecting the financial future of loved ones, I start by focusing on what is most important to my clients, create custom tailored strategies to get them there and partner together for the long term to help them stay on track as I monitor for change. My bachelor's degree in economics, MBA and work experience allow me to look at a client's entire financial picture and provide solid recommendations and advice based on their personal situations.
Here is what you can expect working with our office;
- Integrity: if we say we are going to do something, we do it.
- What is important to you is important to us.
- Ensuring we uncover all risks and adopt strategies to help protect what you have worked hard to earn.
- Honest and clear communication on investment performance, market conditions and the "why" behind recommendations.
- In-depth assessment of your tolerance for risk.
- Personalized attention and prompt answers to financial questions and concerns.
- Transparency in every transaction.
The two most important things in my life are my family (my husband, Chris, and four kids, Bella, 15, Alex, 13, Sammy, 5, and Gabby, 3) and my relationship with my clients. I value spending time with both. My purpose is to help my family and clients thrive and succeed in achieving their dreams because I get to live my dream every day.
Office Address133 Mccaslin Blvd Suite C
Louisville, CO 80027
Phone NumberCira Villalpando-Forbes at (303) 926-6729
|Mon||08:00AM - 04:30PM|
|Tue||08:00AM - 04:30PM|
|Wed||08:00AM - 04:30PM|
|Thu||08:00AM - 04:30PM|
|Fri||08:00AM - 04:30PM|
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