This Month's Program
Sharla Caves
Before you can begin working toward achieving your financial goals, you must first define what’s important to yourself and your family. Does that include putting your children through college, making sure you've saved enough for retirement, leaving something for your heirs or something else? I can help you prioritize your needs and define your goals.
I have spent my entire career in the financial services industry, with my earlier years focused in commercial lending. I began my career as a financial advisor in 2010. In 2012, I joined Edward Jones.
I obtained my Bachelor of Science degree in business from Kaplan University. In 2011, I earned the CRPC™ designation, and in 2022, I earned the CERTIFIED FINANCIAL PLANNER™ certification.
I grew up in a small, rural community in the central valley. I have always loved the small-town feel, which is why I love having my office in Loomis. My husband and I have three children. Our oldest son recently graduated with his doctorate in physical therapy, our middle son is currently serving in the Air Force and our youngest daughter is a student at William Jessup University.
I strive to be a community leader by volunteering my time with the Loomis Basin Chamber of Commerce and Soroptimist International of Loomis Basin. I have held positions on the boards of both organizations. You will typically find me participating in the local community events. I am also the founder of the South Placer Chapter of Divorce Transition Professionals and an active member.
It's more than just money. You invest because you want to provide for yourself and your family. When you work with Edward Jones, you are partnering with a financial advisor who strives to understand what's important to you, uses an established process to build personalized strategies to help meet your financial goals and partners with you over time to help you stay on track. To learn more about how I can help you make sense of investing, please contact our office.