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Sonya Saskin

An Ameriprise Platinum Financial Services® Practice
CFP®, CRPC®, AAMS®, CFS, Senior Financial Advisor
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(513) 878-2480

Cincinnati, OH 45241
sonya.r.saskin@ampf.com

Contact Information


(513) 878-2480
11145 Reading Rd
Cincinnati, OH 45241
SONYA SASKIN & ASSOCIATES , a financial advisory practice of Ameriprise Financial Services, Inc.

www.ameripriseadvisors.com/sonya.r.saskin

My Philosophy

I've been helping people reach their goals for 12 years.

As an experienced advisor with Ameriprise Financial I focus on working with clients that require more complex financial planning. At Ameriprise, our unique and collaborative Dream> Plan> Track> ® approach to financial planning starts with your dreams, not just the numbers. I will work with you to thoroughly understand your goals and review your current financial situation in order to create a financial plan that suits your specific needs, both in the short and long term. I understand that a financial plan is not just about the numbers, it is about understanding your hopes and dreams for the future and how a financial plan can help you get there. I appreciate that you’ve worked hard to build your financial stability and we’ll work together to ensure your plan is continually working just as hard for you and your dreams.


Interests

  • I am a Master Scuba Diver and a Pilates Instructor.

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
  • Senior Financial Advisor
  • Ameriprise President's Recognition Award Recipient

Professional Associations


Areas of Focus

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

License Information

I am licensed and registered to conduct business in OH.

Based on licenses and registrations I hold, I may also conduct certain business in WI, TX, AR, AZ, CO, CT, FL, GA, IL, IN, KY, MA, MI, MN, NC, NJ, NY, WA

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.