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Armando Merino, Financial Advisor serving the Poughkeepsie, NY area - Ameriprise Advisors

Armando Merino

CFP®, APMA

Financial Advisor

Seven Bridges Wealth Advisors
15
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 13 reviews

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Investments

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™

Interests

When I'm not working, I enjoy spending time with my son Roman. The Hudson Valley is a beautiful area, and we like to get out and explore it. We also enjoy traveling and long road trips. I love the Yankees and CrossFit. During baseball season you'll find me at Yankee stadium often with my brothers. I've been doing CrossFit since 2019 and I'm passionate about fitness and nutrition. I believe that true wealth is having a healthy mind, body, and spirit.