Fanny Cruz, CIMA® | AAMS® l EdwardJones
3 Valley Square, Suite #304
Blue Bell, 19422
Tel. (267)708-6303
www.edwardjones.com/fanny-cruz
My clients are very special people who understand that they are stewards of the resources they have been entrusted. I have the privilege of witnessing my clients and their families go to college, save for travels, enjoy their hobbies, and eventually retire with dignity. It is a great joy to advance what truly matters most to them.
I listen, care, and wholeheartedly dedicate myself to helping my clients achieve their unique definition of financial success. They often come to me during times of transition, such as retirement, changes in their family (losing a loved one, divorce or sickness of a family member), or receiving an inheritance. I help them by building strategies of wealth transfer or developing complex, high net worth plans, and saving on taxes, collaborating with other professionals such as CPAs and attorneys. Licensed in several states, I am able to serve clients and their loved ones nationwide. You can also speak Italian, Spanish and Portuguese with me.
Besides having a PH. D in managerial economics and more than 20 years of experience as an international business owner and non-profit worker, I hold the CIMA® certification from the Wharton School of Business. The Certified Investment Management Analyst® (CIMA®) certification is the peak international, technical portfolio construction program for investment consultants, analysts, financial advisors, and wealth management professionals. Also, I come with the incredible Edward Jones’ team of professionals and their combined experience to deliver the level of service you deserve.
Locally, I am a member of the Greater Philadelphia National Association of Businesswomen (NAWBO) and the Montgomery County Chamber of Commerce. In my free time, I enjoy traveling, reading, and spending time with my family.
As Ted Jones, one of the pillars of our firm, once said, “Money has never been my god.” You can be assured that I will passionately seek what is best for you, with honesty and integrity. Start the journey by making an appointment today at www.edwardjones.com/fanny-cruz
11 East Butler Pike
Ambler, PA 19002