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Stephan Fogleman
Stephan Fogleman
CRPC®
Senior Financial Advisor

(703) 385-5464
10530 Warwick Ave   Ste C2
Fairfax, VA 22030

stephen.w.fogleman@ampf.com

FOGLEMAN, VIERA & ASSOCIATES


I understand that you have a lot at stake in today’s complex markets. You’ve worked hard over the years to build your net worth. Now, you're looking for ways to safeguard your dreams while still finding appropriate investing opportunities to help you reach them.

That's where I can help. I'll start by listening to your goals and dreams for the future, and work with you to build a financial plan tailored to those goals that includes wealth protection strategies appropriate for today's market. In addition, I'll work with you to find investing opportunities that are aligned with your plan.

That's why now, more than ever, you need a plan.
 

Qualifications

  • Charterd Retirement Planning Counselor
  • Circle of Success, 2001-2008
  • PMD/Executive Development, Business/Finance, Harvard Graduate School of Business, 1978
  • Bachelor of Science, Economics, University of Maryland, 1970

Professional Associations

Areas of Focus

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

License information
I am licensed and registered to conduct business in VA. Based on licenses and registrations I hold, I may also conduct certain business in AZ, CA, DC, FL, MD, NC, NJ, NY, PA, SC, GA, WA

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.


A financial advisory practice of Ameriprise Financial Services, Inc.