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Cara Chafetz

Financial Advisor Raymond James
Work 600 S Cherry St Suite 226 Denver CO 80246 Work Phone: 303-320-3615 Work Phone: 303-322-9320 Cell Phone: 303-506-2395

Biography

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Cara is a Financial Advisor with Raymond James. She started working at Raymond James Financial Services, Inc. in 2009 as a Registered Sales Assistant and eventually decided to take the plunge to become a Financial Advisor.

Prior to being an advisor, Cara developed relationships with numerous clients of the branch and helped them with the administration of their accounts. She at that time realized that she wanted to be more involved with the planning and investment process and began her transition to a Financial Advisor.

Prior to working at Raymond James, Cara worked for 10 years at Invesco Funds, where she was a supervisor in the Client Services department. She has always been interested in developing relationships with people and has found jobs throughout her career that will allow her to so.

Cara received her Bachelor of Science in Business Administration at Regis University in 2003. She holds Series 7, Series 66 and Series 26 FINRA licenses and Colorado Life and Health license. When Cara is not in the office, she is the mom to two wonderful children who keep her busy with many activities, including dance and gymnastics. She makes her home in Parker, Colorado where she enjoys binging on Netflix, cooking and spending time with her family.

Notes

I help individuals, families and small businesses create unique financial plans so they can feel confident in their future.