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An Ameriprise Platinum Financial Services® Practice

 
 
Marie Accunzo Ameriprise Financial Advisor

Marie Accunzo

CFP®, ChFC®, MBA

Senior Financial Advisor

 

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(760) 607-0284

marie.x.accunzo@ampf.com

 
 

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SEPTEMBER

15

It's a Family Affair

Print Summary

Office Location

5927 Balfour Ct
Ste 207
Carlsbad, CA 92008-7377
Map (760) 607-0284

License Information

I am licensed and registered to conduct business in CA.

Based on licenses and registrations I hold, I may also conduct business in UT, AZ, GA, FL, LA, PA, HI, NC, TX.

CA Insurance #0B18831

A confident retirement

Organize your finances today for a more confident retirement tomorrow. We can start by talking about your dreams and goals and projecting your retirement income and expenses. Together, we can address the many options you may have for retirement.

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  • 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.
  • Ameriprise Financial cannot guarantee future financial results.
  • Ameriprise Financial and its representatives do not provide tax or legal advice. Consult with your tax advisor or attorney regarding specific tax issues.

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