Karissa Mooney, Financial Advisor located in Lafayette, IN

Financial Advisor
Karissa Mooney

CFP®, AAMS®
1421 Union St, Lafayette, IN 47904opens in a new window
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Focus Areas

  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Inheritance Guidance
  • Charitable Giving
  • Navigating Loss of Spouse
  • Wealth Strategies

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Bowling
  • Spending Time with Family
  • Community Outreach
  • Pets
  • Trivia

Team Members

  • Hannah Jennings
    Sr. Branch Office Administrator
    FPQP®
  • Virginia McCal
    Branch Office Administrator
  • Ashlan Vandeveer
    Branch Office Administrator

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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 - 12:00PM
Sat Closed
Sun Closed

Phone

(765) 429-5289

Fax

(888) 846-7349

Office Address

1421 Union St
Lafayette, IN 47904opens in a new window

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