Jason William Coddington
An Ameriprise Platinum Financial Services® Practice
jason.w.coddington@ampf.com
A financial advisory practice of Ameriprise Financial Services, Inc.
www.ameripriseadvisors.com/jason.w.coddington
My Philosophy
I've been helping people reach their goals for 13 years.
Financial planning provides direction and meaning to your financial decisions. By viewing each financial decision as part of a whole, you can consider the impact on your entire financial situation — no matter where you are in achieving your goals and dreams. Our unique and collaborative Dream> Plan> Track> ® approach to financial planning starts with your dreams, not just the numbers. If you are truly serious about planning to make your dreams come true, then engaging in an ongoing financial planning relationship can be the most valuable investment you can make. Ultimately, it means that you and I have one unified plan to help you bring your dreams to life — one that focuses not just on getting you through the day to day, but on future outcomes you hope to achieve.
Interests
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Community ParticipationKingsburg Chamber of Commerce, Member, Kingsburg, CA --- Kingsburg Seawolves Swimming Club - Vice President, Kingsburg CA Bonner Family Foundation, Board Member, Fresno CA Kingsburg Rotary, Kingsburg, CA | |
Qualifications
- Member, Financial Planning Association
- Senior Financial Advisor
- Ameriprise President's Recognition Award Recipient
- Bachelor of Science Degree
Professional Associations
Areas of Focus
- Investment Advice
- Small Business
- Retirement Planning Strategies
- Estate Planning Strategies
License Information
I am licensed and registered to conduct business in CA.
Based on licenses and registrations I hold, I may also conduct certain business in CO, DC, ID, IL, NJ, NV
CA Insurance #0B72372
