Dave Chalifoux CFP®, AAMS®

Experience

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  Edward Jones

  Mar 2006 - now

  Financial Advisor

  As an Edward Jones financial advisor, I believe it's important to invest my time to understand what you're goals are before you invest your money. Working closely with you and your CPA, attorney, and other professionals, I can help determine the most appropriate financial strategy for you and your family. I can also help with your retirement savings strategy so you have more options when you retire, regardless of what you decide to do. During our initial visit, I will ask several questions and it is important that I listen to the answers and clarify them so that I can truly understand my clients' needs and subsequent goals. I then get to know their risk tolerances and experience levels to truly understand the best strategies to meet their needs.Experience:I became a limited partner with Edward Jones in 2010. CFP® Certification The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board's requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board's Fitness Standards for Candidates and Registrant, agree to abide by the CFP Board's Code of Ethics and Professional Responsibilty and comply with the Financial Plannig Practice Standards. AAMS® Designation The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics, and agree to pursue continuing education. With our team, Penny Nelson and Barb McSweeney, we strive to make a meaningful and positive impact in our clients lives daily. We provide this exceptional client service in a professional, personal and friendly manner from our office in North Syracuse, New York. Relationships are key, and in our view, meeting face to face builds strong relationships. Show less