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Financial Advisor

With estate planning, asset management, retirement planning and more, our investment advisors are here to help ensure your financial independence down the road.

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Cara Chafetz

Financial Advisor

Photo of Cara Chafetz
421 N Tejon Street
Colorado Springs, CO 80903
 
Office: 719-304-5133
Fax:

Cara is a Financial Advisor who strives to develop long-term financial advisory relationships with each client. She works with individuals, families, and small business owners to create wealth management solutions that are unique to their situations. She spends the time consulting with each client to gain a complete understanding of their values, risk tolerance and goals to help develop their comprehensive financial plan.

Cara believes in building lifelong relationships with her clients and enjoys helping them address the important milestones in their lives. Whether the milestones are birth of a child, saving for education, establishing, or selling a business, maintaining a lifestyle in retirement or death of a loved one; an individualized investment strategy will be developed.

Through Raymond James, Cara is able to provide a wide array of investment services for individuals and businesses, including investment strategies, retirement planning, estate planning services college planning, life insurance, recommendations for families of children with disabilities, long term care insurance, and investment portfolio management.

Cara received her Bachelor of Science in Business Administration at Regis University in 2003. She holds her Series 7, Series 66, and Series 26 licenses and Colorado Life and Health license. Cara also received her Accredited Asset Management Specialist ℠ certification from the College of Financial Planning.

When Cara is not in the office, she is the mom of two wonderful children who keep her busy with many activities, including guitar lessons, baseball, and lacrosse. She makes her home in Colorado Springs, Colorado where she enjoys binging on Netflix, cooking, and spending time with her family.

 

Check the background of this firm on FINRA's BrokerCheck.

Securities offered through Raymond James Financial Services, Inc. Member FINRA / SIPC, and are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Bank of Colorado and Bank of Colorado Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services. Investment Advisory Services offered through Raymond James Financial Services Advisors, Inc.

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