Cathy L. Juilfs,  CFP<sup>&reg;</sup> - Financial Advisor

Cathy L. Juilfs, CFP®

CEBS, AIFA®,

President

AIS Planning

3701 12th St N, Suite 103
Saint Cloud, MN 56303
FINANCIAL ADVISOR'S WEBSITE
(320) 252-6552 CONNECT WITH Cathy
  • linkedin link

General

Cathy Juilfs is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at AIS Planning in Saint Cloud, MN and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CEBS

Insurance Licenses

  • Life insurance: MN
  • Health/disability insurance: MN

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Irregular Income, Getting Married, Mutual Funds, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Startup, Succession Planning, Starting a Family, Long-term Care, Sudden Wealth, Nontraditional Households, Women's Finances

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