About Me
| | Ari Spectorman
CFP®, ChFC®, CIMA®Senior Financial Advisor(267) 893-6920
48 W Oakland Ave
Doylestown, PA 18901
ari.d.spectorman@ampf.com
An Ameriprise Private Wealth Advisory Practice
It’s hardly news that wealth can complicate your life. Because more is at stake, you have more financial decisions to make on an ongoing basis.
Many of these choices involve finding ways to grow and preserve your wealth. But look closely and you’ll see that even the simplest decisions generally involve multiple considerations—tax management strategies, retirement planning, health-care costs and more. Certain steps, such as estate planning and the creation of trusts, may affect the well-being of several generations. Entrepreneurs face the added requirement of balancing the needs of their business with that of their own financial life.
Fortunately, even the most complex financial issues can be handled successfully with the help a dedicated advisor who is experienced and knowledgeable about the realities of wealth. | | 
Professional Associations - Financial Planning Association
Areas of Focus
- Investment Advice
- Income Tax Planning Strategies
- Retirement Planning Strategies
- Small Business
- Domestic Partner Planning
- Protection and Insurance
- Estate Planning Strategies
- Saving for Education
- Asset Allocation
- Employee Stock Options
- General Financial Planning
License information
I am licensed and registered to conduct business in
PA.
Based on licenses and registrations I hold, I may also conduct certain business in
CA, DC, DE, FL, LA, MA, MD, NJ, NY, SC, AR, ME, GA 
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Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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