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Cara Edwards, CRPC® Financial Advisor, CFS

Cara Edwards, CRPC®

Financial Advisor
CUSO Financial Services, L.P.
904.224.9007
edwardstac@c1cufl.org
You can schedule a complimentary financial review to speak with Cara at these branch locations:
Riverside | Westside  

 

Originally from Jacksonville, Florida, Cara has over 15 years of industry experience. She holds a Bachelor’s degree in Finance from the University of North Florida and is a Chartered Retirement Planning Counselor (CRPC).

Her experience includes wealth creation, asset management, debt management, budgeting, and savings strategies, as well as insurance and tax strategies. Cara attributes her specialties to retirement distribution and college savings. Aside from her passion for her profession as a Financial Advisor, Cara also enjoys cooking, traveling, and spending time with her family.

One of Cara’s favorite quotes is by Robert Kiyosaki: “It’s not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.” She believes in empowering Community First members to achieve their financial goals through financial education and discipline with the help of a trusted Financial Advisor.

Check the background of this investment professional on FINRA's BrokerCheck.

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Community First Credit Union of Florida has contracted with CFS to make non-deposit investment products and services available to credit union members. For specific tax advice, please consult a qualified tax professional.

Financial Advisors are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.