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John D Pitz

An Ameriprise Platinum Financial Services® Practice
CFP®, ChFC®, CLU®, Senior Financial Advisor
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(952) 949-6630

Chanhassen, MN 55317
john.d.pitz@ampf.com

Contact Information


(952) 949-6630
551 W 78th St Ste 1 & 5
PO Box 820
Chanhassen, MN 55317
PITZ & ASSOCIATES , a financial advisory practice of Ameriprise Financial Services, Inc.

www.ameripriseadvisors.com/john.d.pitz

My Philosophy

I've been helping people reach their goals for 16 years.

I’m passionate about financial planning. At Ameriprise, our unique and collaborative Dream> Plan> Track> ® approach to financial planning starts with your dreams, not just the numbers. Working with you, I’ll take the time to understand every aspect of your current financial situation, listen to your dreams and aspirations and explain your options to help you make informed choices. I’ll create a plan to help accomplish your short and long-term goals and provide an ongoing review of your plan to help keep you on track as your financial situation and needs change. My goal is to provide you with personalized financial planning over time that starts with you, not the numbers.


Interests

  • Coaching Little League Baseball and Youth Soccer
  • Golf
  • Following University of Michigan Football
  • Spending time at our cabin in Upper Michigan

Community Participation

Rotary International - Chanhassen, University of Michigan Alumni Club - Twin Cities Chapter, Chanhassen Area 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.
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Experience

Qualifications

  • Member, Financial Planning Association
  • Ameriprise President's Recognition Award Recipient
  • Bachelor of Arts Degree

Professional Associations


Areas of Focus

  • Investment Advice
  • Income Tax Planning Strategies
  • Retirement Planning Strategies
  • Small Business
  • Domestic Partner Planning
  • Protection and Insurance
  • Estate Planning Strategies
  • Charitable Giving
  • Saving for Education
  • Asset Allocation
  • Employee Stock Options
  • General Financial Planning

License Information

I am licensed and registered to conduct business in MN.

Based on licenses and registrations I hold, I may also conduct certain business in OH, CA, AZ, FL, IL, MA, MI, SD, TN, TX, WA, WI, NC

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.