Roxanne E. Fleszar,  CFP<sup>&reg;</sup> - Financial Advisor

Roxanne E. Fleszar, CFP®

ChFC

President

Financial Resources Mgmt Corp

1342 Canyon Road
Santa Fe, NM 87501
FINANCIAL ADVISOR'S WEBSITE
(888) 844-7283
(305) 295-9628

General

Roxanne Fleszar is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Financial Resources Mgmt Corp in Santa Fe, NM and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Buying a Home, Career Change, Asset Allocation, Disaster Recovery, Investment Management, Estate Planning, Employee Benefits, Getting Divorced, Mutual Funds, Getting Married, Real Estate, Insurance, Job Loss, Retirement, Life Planning, Long-term Care

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