Advisor profile


My approach

Cathy Prose - My approach photo

What you can expect when you work with me

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Cathy Prose - My approach photo

Areas of focus

  • Family Finances
  • Retirement Planning Strategies
  • Charitable Giving
  • Investments
  • Insurance
  • Saving for Education
  • Retirement Income Strategies
28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • BFA™ Behavioral Financial Advisor™
  • CRPC® Chartered Retirement Planning Counselor℠

Interests

When I'm not in the office, I love spending time with my husband and our daughters. We love traveling and experiencing different places and cultures.

I enjoy being outdoors doing anything active, especially if it's followed by a great meal with friends and/or family.

I also enjoy volunteering in my community.

Previous experience

  • Financial Paraplanner, Ameriprise, 2010-1013
  • Marketing Consultant, 2008-2010
  • Marketing Manager, RiverSource Insurance, 2002-2007
  • Project Manager and Sales Support, American Express Financial, 1993-2002