portrait of Sharla N Caves

About Sharla

Before you can begin working toward achieving your financial goals, you must first define what’s important to yourself and your family. Does that include putting your children through college, making sure you've saved enough for retirement, leaving something for your heirs or something else? I can help you prioritize your needs and define your goals.

I have spent my entire career in the financial services industry, with my earlier years focused in commercial lending. I began my career as a financial advisor in 2010. In 2012, I joined Edward Jones.

I obtained my Bachelor of Science degree in business from Kaplan...

Focus Areas

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

Work History

  • Edward JonesAugust 2012 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • ChFC®

    Chartered Financial Consultant®
  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Kaplan University-DavenportBachelor of Science

Personal Interests

  • Spending Time with Family
  • Personal Fitness
  • Community Outreach
  • Hiking
  • Camping

Team Members

  • Anna Calio
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

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

Additional Hours

  • Web Conferencing

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