Caroline M. Chahalis,  CFP<sup>&reg;</sup> - Financial Advisor

Caroline M. Chahalis, CFP®

CPWA®

Wealth Advisor

UBS Financial Services, Inc.

20 Montchanin Rd, Ste 170
Greenville, DE 19807
FINANCIAL ADVISOR'S WEBSITE
(888) 497-1232
(302) 407-4733
CONNECT WITH Caroline
  • linkedin link

General

Caroline Chahalis is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at UBS Financial Services, Inc. in Greenville, DE and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Certified Private Wealth Advisor (CPWA)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

UBS Financial Services Inc.

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Annuities, Banking, Charitable & Planned Giving, Buying a Home, Career Change, Asset Allocation, Investment Management, Estate Planning, Getting Divorced, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Women's Finances

More

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