Local financial advisor receives ‘Chartered Financial Consultant’ designation
Natali Sanchez is a financial advisor at Edward Jones in Atascadero
– Financial Advisor Natali Sanchez of the financial services firm Edward Jones in Atascadero, has earned the Chartered Financial Consultant professional designation. To earn this designation from The American College of Financial Services, Sanchez successfully completed all coursework and passed the certification exams, and fulfilled stringent experience and ethics requirements.
The designation training focuses on topics such as planning for both business and individual retirement needs, income taxation, risk management and insurance, estate and gift-tax strategies, and contemporary applications for financial strategies.
Edward Jones, a Fortune 500 company headquartered in St. Louis, provides financial services in the U.S. and, through its affiliate, in Canada. Every aspect of the firm’s business, from the investments its financial advisors offer to the location of branch offices, caters to individual investors and businesses. The firm’s nearly 19,000 financial advisors serve more than seven million clients with a total of 51.8 trillion in assets under care. Visit edwardjones.com for more information.