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Our financial advice team


Ari Spectorman, Private Wealth Advisor serving the Doylestown, PA area - Ameriprise Advisors

Ari Spectorman

CFP®, ChFC®, CIMA®

Private Wealth Advisor

The Doylestown Private Wealth Group
29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Financial Strategies for LGBTQ Couples and Families
  • Sustainable and Responsible Investing
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Intergenerational Planning
  • Employee Stock Options
  • Executive Compensation and Benefit Strategies
  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Estate Planning Strategies
  • Investment Management
  • Insurance
  • Saving for Education
  • Small Business

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • ChFC® Chartered Financial Consultant®
  • CIMA® Certified Investment Management Analyst®

Education

  • B.A.,State University of New York at Buffalo, 1983
  • The Wharton School, University of Pennsylvania: CIMA program, 2008

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2018-2021
  • The Doylestown Private Wealth Group, Ameriprise Client Experience Award, 2021

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

Interests

  • I am a graduate of the Culinary Institute of America, and I've retained my love of cooking.
  • I am an avid reader and enjoy international travel.
  • I love my home life with Tony, my spouse of 40+ years, and our boxer, Bree. Tony and I were legally married in 2013.