Anita E. Kalafut,  CFP<sup>&reg;</sup> - Financial Advisor

Anita E. Kalafut, CFP®

Financial Advisor

Summit Wealth Advocates

2069 123rd Ln NW
Coon Rapids, MN 55448-7088
FINANCIAL ADVISOR'S WEBSITE
(612) 720-6146 CONNECT WITH Anita
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General

Anita Kalafut is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Summit Wealth Advocates in Coon Rapids, MN and the surrounding communities.

Financial Advisor Overview

SWA is a "fee only", comprehensive wealth management firm located in the Twin Cities with clients throughout the U.S. Our specialty is helping clients identify and quantify their financial goals and designing the “game plan” that will provide them with the best opportunity to achieve those goals. Those goals typically include planning for retirement, multi-year tax minimization strategies, coordinated portfolio management, concentrated stock and stock option planning, leveraging small business ownership, leveraging mortgage / debt opportunities, estate plan design and implementation as well as a comprehensive review of all insurance coverages to make sure their family is well protected against catastrophe.

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Financial Advisor Experience

I have been counseling individuals and families with their financial planning and tax needs since 1995. I joined Summit Wealth Advocates in November 2019.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

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, Estate Planning, Investment Management, Getting Divorced, Getting Married, Mutual Funds, Real Estate, Insurance, Job Loss, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Starting a Family, Medical & Health Issues, Sudden Wealth, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources