Sonja Koppenwallner

Sonja Koppenwallner
CFP®, CRPC®, AAMS®
Advanced Financial Advisor
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(954) 308-4925
900 S Pine Island Rd
Ste 200A
Plantation, FL 33324


sonja.x.koppenwallner@ampf.com

Contact Information


(954) 308-4925
900 S Pine Island Rd
Ste 200A
Plantation, FL 33324

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www.ameripriseadvisors.com/sonja.x.koppenwallner

My Philosophy

As an Ameriprise financial advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you reach your goals, giving you greater confidence.

Experience

Qualifications

  • BA from Wesleyan University, Middletown, CT
  • Accredited Asset Management Specialist
  • Chartered Retirement Planning Counselor

Community Participation

  • Special offer for members or supporters of Alliance for Families with Deaf Children. I will donate $ 50 to Alliance for Families with Deaf Children when you meet with me. If you decide to work with me to develop a financial plan I will donate an additional $50 to Alliance for Families with Deaf Children.
  • You should make investment decisions based on your investment objectives, risk tolerance and financial position and not on the basis of this offer.
  • Donations made by Ameriprise Financial.

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 NJ, CT, VA

Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc. Member FINRA and SIPC. Some products and services may not be available in all jurisdictions or to all clients.

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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AREAS OF FOCUS
  • Investment Advice
  • Income Tax Planning Strategies
  • Retirement Planning Strategies
  • Domestic Partner Planning
  • Protection and Insurance
  • Estate Planning Strategies
  • Charitable Giving
  • Family Planning/Family Changes
  • Saving for Education
  • Asset Allocation
  • General Financial Planning

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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.