Advisor profile


My approach

Cheryl M Chapis - My approach photo

The advantages of working together online

As we work together to track and achieve your goals, the secure site on ameriprise.com and Ameriprise app make it easy for clients to collaborate with me, any time from any device.In one secure, convenient online space, you can:

· Track your goals and progress

· Connect and share information with me

· View, store and organize your financial documents

· Transfer funds, and much more

Register today at ameriprise.com, or contact me for help getting started.
Cheryl M Chapis - My approach photo

Areas of focus

  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Family Finances
  • Investments
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • MS Master of Science, Finance, College for Financial Planning, Colorado

Interests

  • Herb gardening

Community participation

Election checker, City of Bristol, CT

Awards & recognition

  • Five Star Wealth Manager, 2012-2020

Previous experience

  • United States Army Reserve, Specialist, 1985-1988
  • United States Air Force, Airman First Class, 1988-1992