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Our financial advice team


Carlos Viera, Private Wealth Advisor serving the Fairfax, VA area - Ameriprise Advisors

Carlos Viera

CRPC

Private Wealth Advisor

FPP Wealth Advisors
37
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education
  • Retirement Plan Distribution
  • Charitable Giving

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • Bachelors of Marketing, Florida International University, Miami, FL - 1997

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2019, 2021, 2023
  • FPP Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2023
  • Ameriprise Circle of Success, 2010, 2013, 2014, 2016-2022

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

I served on The Board of Directors for The Foundation for Financial Planning's "Moneywise in the Military" program for ten years. This foundation helps enlisted soldiers with serious financial problems. It provides information on budgeting, savings, debt management, home buying, & the Uniformed Armed Services TSP

Interests

  • I enjoy snow skiing, travelling, fine food & volunteer work.
  • I have been married to my wife, Judy, for 29 years.
  • We have a daughter, Danielle, who is working as an attorney in Northern Virginia.
  • I have lived in Northern Virginia for over 14 years.