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Carolyn Berenger, Financial Advisor

FINANCIAL ADVISOR
Carolyn M Berenger

AAMS™, CRPS™
2005 W Happy Valley Rd Ste 145, Phoenix, AZ 85085opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Business Retirement Plans
  • New Investors

About Carolyn

At Edward Jones, we focus on serving the financial needs of investors of all ages and financial means. Sonja, the Branch Office Administrator, and I have built our business by treating our clients as we would want to be treated, a simple idea that still makes sense in today’s complex marketplace.

I will develop a solutions-based approach tailored to your goals, working with your CPA, attorney and other professionals as needed.

I first came to Edward Jones as a client. As a young investor, I knew I should save and invest but didn't have the time to do it myself. I was...

Work History

  • Edward JonesJune 2014 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

  • CRPS™

    Chartered Retirement Plans Specialist™

Education

  • University of PhoenixBachelor of Arts

Personal Interests

  • Community Outreach
  • Traveling
  • Hiking
  • Pets

Team Members

  • Sonja Hill
    Sr. Branch Office Administrator
    FPQP®

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 - 04:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Phone

(623) 516-7755

Fax

(877) 479-2097

Office Address

2005 W Happy Valley Rd Ste 145
Phoenix, AZ 85085opens in a new window

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