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Senior Wealth Advisor Servus Wealth Strategies Aviso Wealth |
Charissa holds her Certified Financial Planner (CFP®️) and Elder Planning Counsellor (EPC) designations.
Charissa enjoys helping members make great financial decisions. She will take a full look at your unique life circumstances and give you tailored expert advice for achieving your short- and long-term goals.
A passionate volunteer for charitable organizations both overseas and in her community, Charissa serves members in Red Deer. Her door is always open.
Contact
Contact Charissa at 587.876.0274
Charissa.Cummings@servus.ca
Meet the team
Jing Jing Zhou
Senior Wealth Advisor Associate
825.221.2306