AeroLeads people directory · profile
Cathy Juilfs, Aifa, Cebs, Cfp® Email & Phone Number
CEO and President
at
AIS Planning
1 work email found
@aisplanning.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
CEO and President
Location
St Cloud, Minnesota, United States
Company size
Who is Cathy Juilfs, Aifa, Cebs, Cfp®? Overview
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Quick answer
Cathy Juilfs, Aifa, Cebs, Cfp® is listed as CEO and President at AIS Planning, a with 9 employees, based in St Cloud, Minnesota, United States. AeroLeads shows a work email signal at aisplanning.com and a matched LinkedIn profile for Cathy Juilfs, Aifa, Cebs, Cfp®.
Cathy Juilfs, Aifa, Cebs, Cfp® previously worked as CEO & President at Ais Planning and President & Managing Director at Ais Planning. Cathy Juilfs, Aifa, Cebs, Cfp® holds Bachelor Of Science (B.S.), Financial Planning / Behavioral Finance from Colorado Technical University.
Company email context
Email format at AIS Planning
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*@aisplanning.com
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AeroLeads found 1 current-domain work email signal for Cathy Juilfs, Aifa, Cebs, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Cathy Juilfs, Aifa, Cebs, Cfp®
AIS Planning works with motivated Individuals/Couples that value an unbiased, independent approach to holistic wealth management and financial planning services, for the benefit of themselves and those they care about; as well as business owners and non-profits that genuinely care about their employees' financial well being. Through thoughtful questions and careful listening, we guide wise decisions that execute a financial plan for achieving what our clients want in the future while enjoying their today. Our commitment to our clients is that we act in their best interest - always!
Listed skills include Retirement, Retirement Planning, Investments, Pensions, and 30 others.
Current workplace
Cathy Juilfs, Aifa, Cebs, Cfp®'s current company
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Ais Planning
5 roles · 37 years
Cathy Juilfs, Aifa, Cebs, Cfp® work experience
A career timeline built from the work history available for this profile.
Ceo & President
Current
May 2023 - Present
President & Managing Director
I was the first team member to join Mike Sipe when he founded AIS in 1999. I am one of only a few Accredited Investment Fiduciary Analysts (AIFA®) in Minnesota. My passion for people, work and life are infectious. I completed the requirements to become a Certified Employee Benefit Specialist (CEBS) in 2004 and a Certified Financial Planner (CFP®) in 2005. In addition to my financial planning work with clients, I serve as President of AIS and lead our 401K/group retirement plan division as well as work with many clients and couples that I call family. My motto, work hard and play hard. Live now and enjoy the day.
Mar 1999 - May 2023
Retirement Plan Sales
Provided Defined Contribution investment solutions to registered representatives across the United States. This included investment analysis, third party administration coordination, plan document design recommendations, implementation and coordination of the conversion.
Jul 1997 - Mar 1999
Senior Qualified Retirement Plan Administrator
Bankers Systems
Provided services to Qualified Retirement Plan clients which included all IRS testing and compliance work needed for their Defined Contribution plans.
1990 - 1997
~7 yrs
Team & coworkers
Colleagues at AIS Planning
Other employees you can reach at aisplanning.com. View company contacts for 9 employees →
TB
Teresa Bawden
Colleague at Ais PlanningSt Cloud, Minnesota, United States
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CD
Christopher Duke
Colleague at Ais PlanningSt Cloud, Minnesota, United States
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JH
Jason Hallonquist, Cfp®
Colleague at Ais PlanningSt Cloud, Minnesota, United States
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TM
Tami Mayers
Colleague at Ais PlanningSauk Rapids, Minnesota, United States
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Teresa Bawden
Colleague at Ais PlanningSt Cloud, Minnesota, United States
View →
CD
Christopher Duke
Colleague at Ais PlanningSt Cloud, Minnesota, United States
View →
JH
Jason Hallonquist, Cfp®
Colleague at Ais PlanningSt Cloud, Minnesota, United States
View →
TM
Tami Mayers
Colleague at Ais PlanningSauk Rapids, Minnesota, United States
View →
1 education record
Cathy Juilfs, Aifa, Cebs, Cfp® education
FAQ
Frequently asked questions about Cathy Juilfs, Aifa, Cebs, Cfp®
Quick answers generated from the profile data available on this page.
What company does Cathy Juilfs, Aifa, Cebs, Cfp® work for?
Cathy Juilfs, Aifa, Cebs, Cfp® works for AIS Planning.
What is Cathy Juilfs, Aifa, Cebs, Cfp®'s role at AIS Planning?
Cathy Juilfs, Aifa, Cebs, Cfp® is listed as CEO and President at AIS Planning.
What is Cathy Juilfs, Aifa, Cebs, Cfp®'s email address?
AeroLeads has found 1 work email signal at @aisplanning.com for Cathy Juilfs, Aifa, Cebs, Cfp® at AIS Planning.
Where is Cathy Juilfs, Aifa, Cebs, Cfp® based?
Cathy Juilfs, Aifa, Cebs, Cfp® is based in St Cloud, Minnesota, United States while working with AIS Planning.
What companies has Cathy Juilfs, Aifa, Cebs, Cfp® worked for?
Cathy Juilfs, Aifa, Cebs, Cfp® has worked for Ais Planning, Primevest Financial Services, and Bankers Systems.
Who are Cathy Juilfs, Aifa, Cebs, Cfp®'s colleagues at AIS Planning?
Cathy Juilfs, Aifa, Cebs, Cfp®'s colleagues at AIS Planning include Teresa Bawden, Christopher Duke, Jason Hallonquist, Cfp®, and Tami Mayers.
How can I contact Cathy Juilfs, Aifa, Cebs, Cfp®?
You can use AeroLeads to view verified contact signals for Cathy Juilfs, Aifa, Cebs, Cfp® at AIS Planning, including work email, phone, and LinkedIn data when available.
What schools did Cathy Juilfs, Aifa, Cebs, Cfp® attend?
Cathy Juilfs, Aifa, Cebs, Cfp® holds Bachelor Of Science (B.S.), Financial Planning / Behavioral Finance from Colorado Technical University.
What skills is Cathy Juilfs, Aifa, Cebs, Cfp® known for?
Cathy Juilfs, Aifa, Cebs, Cfp® is listed with skills including Retirement, Retirement Planning, Investments, Pensions, Financial Planning, Investment Advisory, 401K, and Insurance.
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