Investments and Financial Planning with Katherine Chacon

Tuesday, January 21, 2025

FOCB had a wonderful, informative workshop with financial advisor, Katherine Chacon, from Edward Jones in Palm Springs. She discussed with us the various ways to make your money grow and work for you along with investment planning, retirement, and more.

If you’d like to talk with Katherine, feel free to contact her:

Katherine Chacon
Financial Advisor at Edward Jones 
3650 Forest Hill Blvd, #1, Palm Springs, FL 33406
Cell: 561-253-4837
Email: Katherine.Chacon@edwardjones.com

HER BIO:
Katherine obtained her bachelor’s degree in finance at Stetson University in Deland, Florida. After graduating in 2009, she began her career as an Edward Jones financial advisor and successfully passed two security registration examinations, Series 7 and 66.

In 2014, she earned the Accredited Asset Management Specialist™ (AAMS®) professional designation. The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education. In 2021: Katherine earned the CFP® and ChFC® designations.