Alan Kolnik

CFP^®, CRPC^®, MBA

Financial Advisor

Franchise Owner

8 Years of Experience ?

My Approach

As an Ameriprise financial advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you reach your goals, giving you greater confidence.

Personal
Interests
Professional
Areas of Focus
Experience
Media
My Videos
My Photos

Interests

I am a keen amateur photographer who exhibits at local shows in the Washington area. In 2011 I was awarded second prize for my photograph of a blue heron in the Montgomery County Department of Transportation's "Keep Montgomery County Beautiful" amateur competition.

Areas of Focus

Retirement Income Strategies
Estate Planning Strategies
Domestic Partner Planning
Small Business

Family Finances
Saving for Education
Investments

Experience

Qualifications

MBA - Yale School of Management
CFP® - CERTIFIED FINANCIAL PLANNER TM Practitioner
CRPC^® Chartered Retirement Planning Counselor^SM

View Definitions

My Videos

Close

Ameriprise Introduction
Tommy Lee Jones shares the founding story of Ameriprise and its history of putting clients first.

(1:48)
Close

Our Confident Retirement^® approach
A way to look at retirement planning, step by step.

(4:18)
Close

Freedom now and in the future
A client takes advantage of his cash value life insurance policy to help make his dreams come true.

()

More...

My Photos Show Thumbnails

Snowy squirrel comes up for air

Any client represented invests with Ameriprise Financial Services, Inc. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.