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Barbara J Wallis

An Ameriprise Platinum Financial Services® Practice
CFP®, MSM, FINANCIAL ADVISOR
(412) 854-6103
Upper St Clair, PA 15241


Contact Information


(412) 854-6103
2581 Washington Rd
Ste 225
Upper St Clair, PA 15241
WALLIS AND ASSOCIATES A financial advisory practice of Ameriprise Financial Services, Inc., a financial advisory practice of Ameriprise Financial Services, Inc.

www.ameripriseadvisors.com/barbara.j.wallis

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My Philosophy

I've been helping people reach their goals for 18 years.

Our team takes a unique and collaborative approach to financial planning called Dream> Plan> Track> ®. It starts with your dreams supported by a strategic plan that covers your needs based on your entire financial situation. Once WALLIS AND ASSOCIATES establishes a firm direction, we work with you to provide solutions and help you take action. Together, we review and track progress toward your goals and adjust the strategy to reflect personal, economic, and tax law changes. We’ll create a financial plan and develop an ongoing relationship that helps you adapt to your changing needs and goals.

Because we work as a team, our practice offers depth and diversity in our combined skills and experience. You’ll enjoy the personalized service and one-to-one interaction with your advisor while also benefiting from the wider skill-set of the team as a whole. Our team is supported by professionals with backgrounds in many fields, so you’ll understand and feel comfortable with the guidance you receive and the strategy you develop with your advisor.


Community Participation

Member of the Peters Township Chamber of Commerce and the South Hills Chamber of Commerce.


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.
Experience

Qualifications

  • Member, Financial Planning Association
  • DALBAR Rated Financial Professional
  • Ameriprise President's Recognition Award Recipient
  • Bachelor of Science Degree
  • Master of Science Degree

Professional Associations


Areas of Focus

  • Asset Allocation
  • General Financial Planning
  • Income Tax Planning Strategies
  • Investment Advice
  • Family Planning/Family Changes
  • Retirement Planning Strategies
  • Protection and Insurance
  • Estate Planning Strategies
  • Charitable Giving

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 FL, NJ, NY, OH

My Location

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.