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Edward Jones - Financial Advisor: Stefan Shilgalis
Austin, Travis

Financing specialist
 : 
Edward Jones - Financial Advisor: Stefan Shilgalis

Austin, Travis

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About Edward Jones - Financial Advisor: Stefan Shilgalis
Professional experience
Stefan Shilgalis, CFA® - Retired Financial Advisor Stefan Shilgalis is a highly accomplished and experienced professional who has made significant contributions to the field of financial planning. With a strong background as a Certified Financial Planner (CFP®) and a Chartered Financial Analyst (CFA®), Stefan has helped countless individuals and families achieve their financial goals. Based in Austin, Texas, Stefan began his career as a Financial Advisor at Edward Jones in December *information hidden*During his tenure, he worked diligently to provide personalized solutions to his clients, ensuring that their investment portfolios were aligned with their specific financial objectives. Stefan's expertise in retirement planning made him a trusted advisor for individuals seeking guidance on how to secure their financial future. Throughout his career, Stefan has demonstrated a deep understanding of the complexities of the financial markets. As a CFA charterholder, he possesses a comprehensive knowledge of investment management, asset valuation, and portfolio construction. This expertise has allowed him to navigate the ever-changing investment landscape and provide sound financial advice to his clients. Stefan believes in the power of education and continuous learning. He holds a Bachelor's degree in Finance and has earned the prestigious CFP® designation, which signifies his commitment to upholding the highest ethical and professional standards in the financial planning industry. In addition to his professional accomplishments, Stefan has also been sharing his insights and expertise through his blog, "Follow My Early Retirement Journey!" His thought-provoking articles cover various topics related to retirement planning, including the importance of financial independence and the decision to retire or continue working. As a retired financial planner, Stefan understands the challenges and opportunities that individuals face when planning for retirement. He values the importance of building a strong financial foundation and helping clients create a roadmap towards their retirement goals. If you are looking for a trusted financial advisor with a strong background in retirement planning, Stefan Shilgalis is the professional you can rely on. His extensive experience and qualifications make him well-equipped to guide you towards financial independence and help you make informed investment decisions. Contact Stefan Shilgalis today and take the first step towards a secure financial future.

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Location

Austin, Travis (78745)

Important to know

  • Weekdays  00:00 - 00:00
  • Sat  00:00 - 00:00
  • Sun  00:00 - 00:00
Business hours
Weekdays  00:00 - 00:00
Sat  00:00 - 00:00
Sun  00:00 - 00:00
  • English
SpeaksEnglish
Business hours
  • Weekdays  00:00 - 00:00
  • Sat  00:00 - 00:00
  • Sun  00:00 - 00:00
Business hours
Weekdays  00:00 - 00:00
Sat  00:00 - 00:00
Sun  00:00 - 00:00
Speaks
  • English
SpeaksEnglish
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