Jocelyn Cates, Financial Advisor located in San Antonio, TX

Financial Advisor
Jocelyn Cates

CFP®
4040 Broadway Ste 512, San Antonio, TX 78209opens in a new window
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Focus Areas

  • Divorce Finances
  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Retail Professionals

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

Personal Interests

  • Traveling
  • Spending Time with Family
  • Pets
  • Music
  • Home Improvement

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(210) 640-9217

Fax

(888) 423-4285

Office Address

4040 Broadway Ste 512
San Antonio, TX 78209opens in a new window

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