Kalita  Blessing,  CFP<sup>&reg;</sup> - Financial Advisor

Kalita Blessing, CFP®

CAP®, AEP®

Financial Advisor

Quest Capital Management, Inc.

8117 Preston Rd, Ste 700
Dallas, TX 75225
(214) 691-6090

General

Kalita Blessing is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Quest Capital Management, Inc. in Dallas, TX and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

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

Insurance Licenses

  • Life insurance: TX
  • Health/disability insurance: Texas
  • Fixed annuities: Texas
  • Variable annuities: TX

Broker-Dealer Affiliation

Raymond James Financial Services, Inc.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Buying a Home, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Life Planning, Sudden Wealth, Personal Taxes, Women's Finances

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