Cathy Juilfs, Aifa, Cebs, Cfp® Email and Phone Number
Cathy Juilfs, Aifa, Cebs, Cfp® work email
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Cathy Juilfs, Aifa, Cebs, Cfp® personal email
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!
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Ceo And PresidentAis PlanningSt. Cloud, Mn, Us
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Ceo & PresidentAis Planning May 2023 - PresentSt Cloud, Minnesota, United States
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President & Managing DirectorAis Planning Mar 1999 - May 2023622 Roosevelt Rd, Suite 160, St Cloud, Mn 56301I 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.
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Retirement Plan SalesPrimevest Financial Services Jul 1997 - Mar 1999Provided 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. -
Senior Qualified Retirement Plan AdministratorBankers Systems 1990 - 1997Provided services to Qualified Retirement Plan clients which included all IRS testing and compliance work needed for their Defined Contribution plans.
Cathy Juilfs, Aifa, Cebs, Cfp® Skills
Cathy Juilfs, Aifa, Cebs, Cfp® Education Details
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Financial Planning / Behavioral Finance
Frequently Asked Questions about Cathy Juilfs, Aifa, Cebs, Cfp®
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 the current company?
Cathy Juilfs, Aifa, Cebs, Cfp®'s current role is CEO and President.
What is Cathy Juilfs, Aifa, Cebs, Cfp®'s email address?
Cathy Juilfs, Aifa, Cebs, Cfp®'s email address is ai****@****ing.com
What schools did Cathy Juilfs, Aifa, Cebs, Cfp® attend?
Cathy Juilfs, Aifa, Cebs, Cfp® attended Colorado Technical University.
What are some of Cathy Juilfs, Aifa, Cebs, Cfp®'s interests?
Cathy Juilfs, Aifa, Cebs, Cfp® has interest in Social Services, Kayaking, Children, Human Rights, Qualified Retirement Plan Management, Poverty Alleviation, Life Wealth Planning, Reading Novels, Arts And Culture.
What skills is Cathy Juilfs, Aifa, Cebs, Cfp® known for?
Cathy Juilfs, Aifa, Cebs, Cfp® has skills like Retirement, Retirement Planning, Investments, Pensions, Financial Planning, Investment Advisory, 401k, Insurance, Series 66, Series 7, Asset Management, Asset Allocation.
Who are Cathy Juilfs, Aifa, Cebs, Cfp®'s colleagues?
Cathy Juilfs, Aifa, Cebs, Cfp®'s colleagues are Tami Mayers, Teresa Bawden, Christopher Duke, Jason Hallonquist, Cfp®.
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