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Candice Walton
Associate Financial Advisor with the practice of Chris Unfug
Certified Financial Planner™ practitioner
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Address
743 Horizon Court
Ste 100
Grand Junction, CO 81506
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(970) 243-9928
candice.2.walton@ampf.com
As an Ameriprise financial advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you reach your goals, giving you greater confidence.
Our mission is to deliver financial solutions through a tailored approach and a genuine interest in our clients' evolving needs. We help our clients achieve confidence.
More people come to Ameriprise for financial planning than any other company.1
- An Ameriprise-associated financial advisor franchise
- I am licensed and registered to conduct business in CO.
Based on licenses and registrations I hold, I may also conduct certain business in AZ.
Areas of Focus
- Income Tax Planning Strategies
- Retirement Planning Strategies
- Protection and Insurance
- Saving for Education
- Asset Allocation
- General Financial Planning
- Women's Financial Strategies
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Professional Associations
- Grand Junction Chamber of Commerce
- Grand Valley Young Professionals
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Qualifications
- Certified Financial Planner
- 99,999 Graduate from College for Financial Planning
- Bachlors of Business Marketing and Minor in Personal Financial Planning from Kansas State University
- Series 7 License
- Series 65 License
- Series 66 License
- Life, Health and Variable License
- Enrolled in Masters of Personal Financial Planning program through the College for Financial Planning
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Community Service
- Junior Service League, Board Member, Grand Junciton, CO
- Rotaract, Grand Junction, CO
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Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®,
CERTIFIED FINANCIAL PLANNERTM and federally registered CFP (with flame design) in the
U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing
certification requirements.
1. Based on the number of financial plans annually disclosed in Form ADV, Part 1A, Item 5, available at adviserinfo.sec.gov as of Dec 31, 2006.