Cathy Juilfs Email & Phone Number
CEO and President @ AIS Planning
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Cathy Juilfs Location
- St. Cloud, MN, US
Cathy Juilfs Work
- CEO and President @ (May 2023 - Present)
- President and Managing Director @ (March 1999 - May 2023)
- Retirement Plan Sales @ (July 1997 - March 1999)
- Senior Qualified Retirement Plan Administrator @ Bankers Systems (January 1990 - December 1997)
Cathy Juilfs Education
- Colorado Technical University
Bachelor of Science (B.S.) (Financial Planning / Behavioral Finance)
2009-2012
Cathy Juilfs Skills
- Retirement
- Retirement Planning
- Investments
- Pensions
- Financial Planning
- Investment Advisory
- 401k
- Insurance
- Series 66
- Series 7
- Asset Management
- Asset Allocation
- Benefits
- Employee Benefits
- Wealth Management
- Plan Design
- Savings
- Mutual Funds
- Succession Planning
- Estate Planning
- ERISA
- Defined Contribution
- Small Business
- Strategic Financial Planning
- Wealth Management Services
- Finance
- Management
- Strategic Planning
- Team Building
- Leadership
- Financial Services
- Portfolio Management
- Certified Financial Planner
- Business Planning
- Sales
- Program Management
- Microsoft Office
Cathy Juilfs Summary
- Cathy Juilfs, based in St. Cloud, MN, US, is currently a CEO and President at AIS Planning. Cathy Juilfs brings experience from previous roles at AIS Planning, PrimeVest Financial Services and Bankers Systems. Cathy Juilfs 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 Juilfs has 2 emails and 1 mobile phone numbers on RocketReach.
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