Edward Jones Investments, Shelly Wiemann, CFP®
- Banks & Financial Services
Choosing a financial advisor is an important decision. We feel that our practice stands out from other options available to you in the marketplace. First, we want to understand what's important to you. We use a established process to build personalized strategies to help you achieve your goals. Then we partner together throughout your life to help keep you on track.
How do we specifically do this? Our team works in partnership with you to understand your dreams. We help organize your financial life, then we work together to build your wealth. We put solutions in place to help you protect your wealth to achieve a sustainable and happy retirement. Lastly, in coordination with tax professionals and estate attorneys, we implement strategies to enable you to pass your legacy to your family.
Our practice is unique in that we offer a local full-service experience five days a week. We reside in Los Alamos/White Rock, and take pride in serving our community.
Financial Advisor Shelly Wiemann is a CERTIFIED FINANCIAL PLANNER™, and holds Series 7, 63, 65 Securities Licenses, State of NM Life Insurance and Long-Term Care licenses. Offering no-obligation complementary consultations by appointment.
Whom to Contact
- Shelly Wiemann, CFP®
At the intersection of Trinity and Oppenheimer Dr, in the Oppenheimer Center. 555 Building, second floor. Parking in front of 555 building near front entrance, and on west side of building.