Work History
Edward Jones
Edward JonesFebruary 2016 to Current
FINANCIAL ADVISOR
Gilad Shwartz
ChFC®, CRPC™
8520 Spruce Mountain Road, Suite 106, Larkspur, CO 80118opens in a new window
Focus Areas
- Wealth Strategies
- Retirement Savings Strategies
- Retirement Income Strategies
- Insurance & Annuities
- College Savings
- Portfolio Reviews
About Gilad
As an Edward Jones client for nearly a decade, I greatly benefited from the personalized approach that I received from my financial advisor. Now, as an Edward Jones financial advisor, I am thrilled to get to provide my clients with the same experience that I enjoyed, helping them to achieve their financial needs and goals. The most meaningful part of my job is working with my clients as a team in order to make a positive change in their lives.
In-person conversations with individuals, families and small businesses help me to understand my clients' desires and dreams. Once we define these,...
In-person conversations with individuals, families and small businesses help me to understand my clients' desires and dreams. Once we define these,...
Work History
Edward Jones
Edward JonesFebruary 2016 to Current
Certifications
ChFC®
Chartered Financial Consultant®CRPC™
Chartered Retirement Planning Counselor™
Education
Univ of Arizona-Tucson
Univ of Arizona-TucsonMastersUniv of Colorado-Colorado Sprg
Univ of Colorado-Colorado SprgMBA (Masters of Bus Admin)
Education
Univ of Arizona-Tucson
Univ of Arizona-TucsonMastersUniv of Colorado-Colorado Sprg
Univ of Colorado-Colorado SprgMBA (Masters of Bus Admin)
Personal Interests
- Spending Time with Family
- Outdoor Enthusiast
- Horseback Riding
- Camping
- Backpacking
Team Members
Sara KnetemannBranch Office AdministratorFPQP®
Send Me a Message
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Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 04:30PM |
| Mon | 08:30AM - 04:30PM |
| Tue | 08:30AM - 04:30PM |
| Tue | 08:30AM - 04:30PM |
| Wed | 08:30AM - 04:30PM |
| Wed | 08:30AM - 04:30PM |
| Thu | 08:30AM - 04:30PM |
| Thu | 08:30AM - 04:30PM |
| Fri | 08:30AM - 03:00PM |
| Fri | 08:30AM - 03:00PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Office Hours
| Weekday | Availability |
|---|---|
| Mon | 08:30AM - 04:30PM |
| Mon | 08:30AM - 04:30PM |
| Tue | 08:30AM - 04:30PM |
| Tue | 08:30AM - 04:30PM |
| Wed | 08:30AM - 04:30PM |
| Wed | 08:30AM - 04:30PM |
| Thu | 08:30AM - 04:30PM |
| Thu | 08:30AM - 04:30PM |
| Fri | 08:30AM - 03:00PM |
| Fri | 08:30AM - 03:00PM |
| Sat | By Appointment Only |
| Sat | By Appointment Only |
| Sun | Closed |
| Sun | Closed |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Location
LarkspurFor information about how Edward Jones uses and protects your data, visit our Privacy and Security page:
https://www.edwardjones.com/us-en/privacy
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