Edward Jones - Financial Advisor: Christie L Standish, CEPA®|CRPS™
Why pick this one
Christie L Standish is a Murphy financial advisor with CEPA® and CRPS™ certifications and focus areas including business owners, estate strategies, and retirement income.
Best for
- Entrepreneurs and business owners seeking financial planning
- Clients planning estate or legacy strategies
- Families needing intergenerational planning
- Clients developing retirement income strategies
- Clients seeking values- and faith-based investing
Specialties
- Entrepreneur and business owner financial planning
- Estate and legacy strategies
- Intergenerational planning
- Retirement income strategies
- Values and faith-based investing
Certifications
- Certified Exit Planning Advisor® (CEPA®)
- Chartered Retirement Plans Specialist™ (CRPS™)
- Financial Paraplanner Qualified Professional® (FPQP®)
What makes them different
- Christie L Standish holds CEPA® and CRPS™ certifications
- The practice lists entrepreneurs and business owners as a focus area
- The practice lists estate and legacy strategies and intergenerational planning
- New clients are accepted through a waitlist
- The office offers weekday hours and Saturday appointments by arrangement
Distilled from this business's own website.
Contact & Location
- Address
- 4021 W US Hwy 64, Murphy, NC 28906
- Phone
- 8288371534
- Website
- https://www.edwardjones.com/us-en/financial-adv...
- christie.standish@edwardjones.com
Services
- Wealth strategies
- Retirement planning
- Estate planning strategies
- Investment planning
- Financial consultations