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portrait of Jose Cavazos
FINANCIAL ADVISOR

Jose Cavazos

CFP®
16091 Swingley Ridge Dr, Suite 220, Chesterfield, MO 63017opens in a new window
Accepting New Clients
Serving clients with $500,000
CallSend Me a Message

About Jose

After witnessing family members sandwiched between planning for the future while caring for aging parents, I decided on a career helping clients prepare for key life events like retirement and aging with dignity. Through our process of regular, proactive contact, we partner with families to help them build, protect, enjoy and transfer their wealth.

I've been with Edward Jones for over 17 years and have been a limited partner since 2011. My drive to deliver more comprehensive advice led me to achieve my CFP® certification in 2016. My branch team and I work best with successful families and small business...

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies

Work History

  • Edward JonesMay 2006 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Lindenwood UniversityMaster of Business Admin
  • Rockhurst UniversityBachelor of Business Admin

Personal Interests

  • Pets
  • Gardening
  • Music
  • Tennis

Team Members

  • Tammy Friedman
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Phone

(636) 530-7100

Fax

(888) 758-6036

Office Address

16091 Swingley Ridge Dr
Suite 220
Chesterfield, MO 63017opens in a new window

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