Workshop: Making Your Money Last

**Dr. Fanny Cruz | Financial Advisor at Edward Jones | Advocate for Nurses & Healthcare Heroes** Dr. Fanny Cruz is a highly qualified Financial Advisor at Edward Jones, dedicated to empowering nurses and healthcare professionals who serve others with compassion and resilience. With a deep commitment to helping clients achieve their financial dreams, Fanny brings a wealth of knowledge and expertise to every relationship. Fanny has a Ph.D. in Managerial Economics from the University of Naples, in Italy. She is also a Certified Investment Management Analyst (CIMA®) from the Wharton School of Business, and a Certified Financial Planner (CFP®), credentials that reflect her rigorous training and dedication to excellence in financial planning and investment management. Her professional background includes extensive experience in wealth management, retirement planning, investment strategies, and estate planning, enabling her to provide comprehensive solutions tailored to each client’s unique circumstances. Her approach is rooted in transparency, integrity, and trust. Fanny takes pride in building genuine relationships with her clients, taking the time to understand their goals, concerns, and values. Her clients can rest assured knowing they are working with a knowledgeable professional who adheres to high ethical standards and stays current with the latest industry trends and regulations. Fanny’s passion lies in supporting those who serve others—particularly nurses—by offering expert guidance and personalized financial strategies. She understands the challenges healthcare professionals face and is committed to helping them secure a stable financial future, whether it’s planning for retirement, managing student debt, or building wealth. With her professional certifications, extensive experience, and heartfelt dedication, Fanny Cruz is a trusted partner for nurses and healthcare heroes looking to take control of their financial lives and achieve their goals. She serves clients nationwide from her office in Blue Bell, PA. CFP® | CIMA®| AAMS™| CKA®

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