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Conrad Santiago
CFP®, MSFS
Senior Financial Advisor

(407) 206-7477
719 Peachtree Rd
Ste 100
Orlando, FL 32804
conrad.x.santiago@ampf.com

CONRAD SANTIAGO & ASSOCIATES


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.

Interests

  • Trialathons
  • Basketball
  • Chess

Community Participation

  • University of Central Florida, Orlando, FL - Board Trustee
  • Orlando Health, Orlando, FL - Board Member
  • American Red Cross of Central Florida, Orlando, FL - Past-Chair
  • Hispanic Chamber of Commerce of Metro Orlando - Founding Board Chair
  • Hispanic Business Initiative Fund - Founding Board Chair

Qualifications

  • Certified Financial Planner
  • Master of Science, Finance
  • 18 years as a financial advisor with Ameriprise Financial Services, Inc.

Professional Associations

  • Financial Planning Association

Areas of Focus

  • Investment Advice
  • General Financial Planning
  • Income Tax Planning Strategies
  • Retirement Planning Strategies
  • Protection and Insurance
  • Estate Planning Strategies
  • Saving for Education
  • Small Business

License information
I am licensed and registered to conduct business in FL. Based on licenses and registrations I hold, I may also conduct certain business in AL, DE, GA, IL, MD, MI, MO, NJ, NM, SC, TX, VA, WA, NY, NC

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.


A financial advisory practice of Ameriprise Financial Services, Inc.