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Karla Thalman

Financial Advisor

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Growing up on a five-generation family farm, the phrase, "You reap what you sow," was a vivid reality. My parents instilled in me a strong work ethic and the habits of planning and saving for what I wanted in life. I encourage tho...... Show More
Location & Business Hours
Tuesday
09:00AM to 04:00PM
Wednesday
09:00AM to 04:00PM
Thursday
09:00AM to 04:00PM
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About
Growing up on a five-generation family farm, the phrase, "You reap what you sow," was a vivid reality. My parents instilled in me a strong work ethic and the habits of planning and saving for what I wanted in life. I encourage those same fundamentals with my clients. I have a passion for what I do, and here is why: For the past 26 years, my life has been deeply embedded in the finance industry. In 1999, my husband, Thane, opened our Edward Jones office in Sun City West, just a mile north of Del Webb Hospital. I started working for the firm after his untimely passing from cancer in 2017. That pivotal event magnified my gratitude that our affairs were in order. It also sparked my desire to educate and empower others to create financial security for themselves and their families. Your goals and dreams are the things that matter. Together, we work to help you build, protect, enjoy and then transfer your wealth according to your wishes. I'm supported by a home office with advanced technology and an army of analysts providing the most current and comprehensive guidance. I welcome collaborating with your attorney, accountant and other trusted professionals to leverage their expertise for your benefit.My ideal clients appreciate top-notch service and savvy advice, allowing them to enjoy the abundant life they've created. They trust our processes, they respect the value we bring, and they refer us to their friends and family. They appreciate the warm and relaxed, yet professional, atmosphere in our office.Outside of work, I chair the Phoenix chapter of Modern Widows Club, a non-profit support group for widows of all ages. I lead the Women's Ministry in my church, and I am a member of P.E.O. Chapter C-G in Sun City West. My two oldest daughters, KariElle and Edison, are also Edward Jones financial advisors. My daughter, Audrey, is a talented artist; and my son, Peyton, is a college student who runs ultra-marathons.If you're ready to create a financial strategy that aligns with your values and goals, I would love to show you how I can be of service to you. My branch is just a phone call away – and you won't be on hold for an hour. Contact my office today!Karla Thalman, Financial Advisorkarla.thalman@edwardjones.com623-546-1722
Specialities
Retirement Income Strategies
Retirement Savings Strategies
Estate & Legacy Strategies
Wealth Strategies
Business Retirement Plans
Portfolio Reviews
Spending Time with Family
Traveling
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FAQs
Here are some Frequently Asked Questions about Karla Thalman
What organization is Karla Thalman associated with?
Karla Thalman is associated with Edward Jones.
What is Karla Thalman’s work email address?
Karla Thalman’s professional email address is k***********n@e**********.com. You can also email Karla Thalman by clicking on the contact Karla Thalman.
Where is Karla Thalman based out of?
Karla Thalman’s primary location is Sun City West, AZ.
What is Karla Thalman's phone number?
Karla Thalman's phone number is (623) 306-7620
What is Karla Thalman's title??
Karla Thalman is a Financial Advisor.