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portrait of Fanny Cruz
FINANCIAL ADVISOR

Fanny Cruz

CFP®, CIMA®, AAMS™, CKA®
3 Valley Square Suite 304, Blue Bell, PA 19422opens in a new window
Accepting New Clients
Serving clients of all asset levels
CallSend Me a Message

About Fanny

I'm Dr. Fanny Cruz, your dedicated financial advisor with Edward Jones in beautiful Blue Bell, Pennsylvania. With a Ph.D. in managerial economics from the University of Naples, Italy, and credentials from the Wharton School of Business as a Certified Investment Management Analyst, or CIMA®, professional and holding a CERTIFIED FINANCIAL PLANNER™, or CFP®, certification from the Financial Planning Institute, I am uniquely qualified to deliver cutting-edge financial strategies.

Why Choose My Services?
• Customized Retirement Solutions: Focusing in personalized retirement plans, I help individuals maximize their post-career life. My approach focuses on securing and growing your wealth, crafting strategies that reflect your...

Focus Areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Portfolio Reviews
  • Retirement Income Strategies
  • Divorce Finances
  • Insurance & Annuities

Work History

  • Edward JonesJuly 2017 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • CIMA®

    Certified Investment Management Analyst®

  • AAMS™

    Accredited Asset Management Specialist™

  • CKA®

    Certified Kingdom Advisor®

Education

  • Parthenope Univ of NaplesDoctorate

Personal Interests

  • Traveling
  • Volunteering
  • Swimming
  • Horseback Riding
  • Astronomy

Team Members

  • Jee Choi
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:30AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends

Phone

(267) 708-6303

Fax

(877) 367-8583

Office Address

3 Valley Square Suite 304
Blue Bell, PA 19422opens in a new window

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