Shelly Cdfa
Founder at Aligned Living Through Purposeful Spending | Denver Metropolitan Area
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Founder at Aligned Living Through Purposeful Spending in January 2018 to Present
Founding Partner, Financial Strategist, Certified Divorce Financial Analyst at PRISM Financial Strategies in September 2017 to Present
Financial Strategist, Partner at PRISM Financial Strategies in June 1997 to Present
Senior Wealth Advisor at Banc West Investment Services, BNP Paribas Group in July 2011 to September 2017
Senior Investment Strategist at BBVA Compass in June 2007 to July 2011
Wealth Management Advisor at AmSouth Bank in January 2000 to January 2007
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Finance
Investment Portfolio Design
Financial Planning
Investment education for women
Financial Services
Asset Allocation
Financial Modeling
Retirement Planning
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What is Shelly Cdfa email address?
Email Shelly Cdfa at [email protected] and [email protected]. This email is the most updated Shelly Cdfa email found in 2026.
What is Shelly Cdfa phone number?
Shelly Cdfa phone number is +17205986939.
How to contact Shelly Cdfa?
To contact Shelly Cdfa send an email to [email protected] or [email protected]. If you want to call Shelly Cdfa try calling on +17205986939. (updated on September 13, 2024)
What company does Shelly Cdfa work for?
Shelly Cdfa works for Aligned Living Through Purposeful Spending
What is Shelly Cdfa's role at Aligned Living Through Purposeful Spending?
Shelly Cdfa is Founder
What industry does Shelly Cdfa work in?
Shelly Cdfa works in the Financial Services industry.
Shelly Cdfa Email Addresses
Shelly Cdfa Phone Numbers
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