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Shayla Berumen, Financial Advisor

FINANCIAL ADVISOR
Shayla J Berumen

ChFC®
103 W Jefferson Ave Ste B, Belgrade, MT 59714opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Portfolio Reviews
  • Wealth Strategies
  • Estate & Legacy Strategies

About Shayla

I was born and raised on a farm in North Dakota. I lived in Butte, MT, for a couple of years, graduating from Butte High School. I moved to the Gallatin Valley in 2001 and earned a bachelor's degree in finance. I spent 15 years in the banking industry, leaving my position as a mortgage originator to become a financial advisor.

My passion is finance and I enjoy building long-term financial relationships with my clients and using my knowledge to help clients reach their financial goals. I make sure to take the time to truly understand my clients' unique situations...

Work History

  • Edward JonesDecember 2018 to Current

Certifications

  • ChFC®

    Chartered Financial Consultant®

Education

  • Ashford UniversityBachelors

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 03:30PM
Fri 08:00AM - 02:00PM
Sat Closed
Sun Closed

Phone

(406) 924-1740

Fax

(877) 256-2853

Office Address

103 W Jefferson Ave Ste B
Belgrade, MT 59714opens in a new window

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