Sharla Caves, Financial Advisor located in Loomis, CA

Financial Advisor
Sharla Caves

CFP®, ChFC®, CRPC™
5976 Horseshoe Bar Road, Loomis, CA 95650opens in a new window
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Focus Areas

  • Divorce Finances
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Portfolio Reviews

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • ChFC®

    Chartered Financial Consultant®

  • CRPC™

    Chartered Retirement Planning Counselor™

Personal Interests

  • Spending Time with Family
  • Personal Fitness
  • Community Outreach
  • Hiking
  • Camping

Team Members

  • Anna Calio
    Sr. Branch Office Administrator
    FPQP®

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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

(916) 660-0680

Fax

(888) 254-7920

Office Address

5976 Horseshoe Bar Road
Loomis, CA 95650opens in a new window

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