Cathy Aifa's Location
St. Cloud, MN, US
Cathy Aifa's Work
- CEO and President @ AIS Planning
- President and Managing Director @ AIS Planning
- Retirement Plan Sales @ Cetera Investment Services LLC
- Senior Qualified Retirement Plan Administrator @ Bankers Systems
Cathy Aifa's Education
- Colorado Technical University
Bachelor of Science (B.S.) (Financial Planning / Behavioral Finance)
2009 - 2012
Cathy Aifa's Skills
- Retirement
- Retirement Planning
- Investments
- Pensions
- Financial Planning
- Investment Advisory
- 401k
- Insurance
- Series 66
- Series 7
Cathy Aifa's Summary
Cathy Aifa, based in St. Cloud, MN, US, is currently a CEO and President at AIS Planning, bringing experience from previous roles at AIS Planning, PrimeVest Financial Services and Bankers Systems. Cathy Aifa holds a 2009 - 2012 Bachelor of Science (B.S.) in Financial Planning / Behavioral Finance @ Colorado Technical University. With a robust skill set that includes Retirement, Retirement Planning, Investments, Pensions, Financial Planning and more, Cathy Aifa contributes valuable insights to the industry.
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