CERTIFIED FINANCIAL PLANNER™

Becky Aardal

Overview

I am a Colorado native and have known Jeff Schaefer since my parents became clients in 1991. I remember meeting with Jeff prior to my own college experience and found the field of finance, saving and investing intriguing. I attended Colorado State University and studied finance. During this time, I needed to complete an internship in my field and so I asked Jeff if he’d be willing to accept me as an intern to which he agreed. I have always enjoyed numbers and so combining that with helping clients with their financial needs, financial planning became a good fit. From retirement planning, tax planning and preparation (for my own family) to college funding I have a wide range of experience. I have been with Schaefer Financial Management since 1998.

Education

Colorado State University

  • B.S. Business Administration with an emphasis in Finance
Certifications
  • CFP®
Insights & Resources