Cecilia
Shepherd
Navigation Wealth Management
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About this Advisor
Cecilia Shepherd is a financial advisor based in Fort Collins, Colorado, working with Navigation Wealth Management. Cecilia has previously held positions at Navigation Wealth Management, Inc, Navigation Financial Services, Inc, Power Core 360, University Of Colorado, and Resurrection Christian School. Cecilia has passed the Series 65 regulatory exam and is registered to provide services in Colorado. Currently, Cecilia is part of Navigation Wealth Management, which operates out of Fort Collins, Colorado. The firm has 10 employees and manages assets totaling $129.3 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Navigation Wealth Management includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Navigation Wealth Management Brokerage Details
$129,328,046
10
1,311
$98,648
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Cecilia Shepherd Work History
Navigation Wealth Management, Inc
Navigation Financial Services, Inc
Power Core 360
University Of Colorado
Resurrection Christian School
Disclosures
Please visit the SEC profile of Cecilia Shepherd to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Navigation Wealth Management
Fort Collins, CO
Fort Collins, CO
Fort Collins, CO
Fort Collins, CO
Fort Collins, CO
Fort Collins, CO
Fort Collins, CO
Fort Collins, CO
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