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Vera Feldman

An Ameriprise Platinum Financial Services® Practice
CFP®, SENIOR FINANCIAL ADVISOR
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(901) 312-7806
Memphis, TN 38138

Contact Information


(901) 312-7806
6750 Poplar Ave
Ste 114
Memphis, TN 38138
www.ameripriseadvisors.com/vera.r.feldman

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My Philosophy

I've been helping people reach their goals for 26 years.

At Ameriprise, our unique and collaborative Dream> Plan> Track> ® approach to financial planning starts with your dreams, not just the numbers. I listen to your financial concerns and take the time to understand what means most to you and your family. Whether that is saving for your children’s education, taking care of loved ones, saving for that second home, giving back to the community, traveling the world or starting a new business, we’ll talk about your dreams and goals. In fact, this information will form the foundation of your personalized financial plan.  Listening is the key to allowing me to align your goals with a plan of action that can be adjusted over time as your needs change.


Interests

  • Travel
  • Reading
  • Exercise
  • Friends and famiily

Community Participation

Graduate of Leadership Germantown - 2008


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
  • Bachelor of Science Degree

Professional Associations

  • Financial Planning Association of the MidSouth
  • Professional Advisory Group - Jewish Foundation of Memphis

Areas of Focus

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

License Information

I am licensed and registered to conduct business in TN.

Based on licenses and registrations I hold, I may also conduct certain business in CA, FL, IA, LA, MO, MS, OH, TX, WA

CA Insurance #OF29523

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.