Advisor profile


My approach

Charles Kudrna - My approach photo

What you can expect when you work with us

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.

Charles Kudrna - My approach photo

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Intergenerational Planning
  • Retirement Income Strategies
  • Saving for Education
  • Social Security Retirement Benefits

Interests

  • Sailing
  • Surfing
  • Spending with family

Community participation