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Massimo Magliari
Massimo Magliari
An Ameriprise Platinum Financial Services® PracticeCFP®, ChFC®, CIMA®, Senior Financial Advisor
(610) 397-0997
Conshohocken, PA 19428
massimo.a.magliari@ampf.com
massimo.a.magliari@ampf.com
KELMAN AND MAGLIARI
A financial advisory practice of Ameriprise Financial Services, Inc.
A financial advisory practice of Ameriprise Financial Services, Inc.
KELMAN AND MAGLIARI , a financial advisory practice of Ameriprise Financial Services, Inc.
www.ameripriseadvisors.com/massimo.a.magliari
www.ameripriseadvisors.com/massimo.a.magliari
My Philosophy
I've been helping people reach their goals for 11 years.
The foundation of Ameriprise financial planning is a personal relationship between you and your advisor. Our unique and collaborative Dream> Plan> Track> ® approach to financial planning starts with your dreams, not just the numbers. I will work with you regularly to take action to update your plan as your needs and dreams evolve, recommending products and services that are right for your situation. I will get to know you and your dreams, and because our relationship is not just a one time meeting but ongoing I can help make all the difference in your plan, your life and your ability to achieve your dreams. You will have greater peace of mind knowing that you have a plan in place as your life changes. As your priorities evolve over time, I will work with you and revise your planning strategies to help meet your evolving needs.
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
- Senior Financial Advisor
- Ameriprise President's Recognition Award Recipient
- Bachelor of Arts Degree
Professional Associations
- Financial Planning Association
- Society of Financial Service professionals
- Investment Management Consultants Association
Areas of Focus
- Asset Allocation
- General Financial Planning
- Women's Financial Strategies
- Investment Advice
- Retirement Planning Strategies
- Protection and Insurance
- Estate Planning Strategies
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 CO, AZ, CA, DE, FL, ID, IL, MA, MD, MI, NC, NJ, NY, OH, TX, VA
CA Insurance #0D79810
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.