AAMS™ Accredited Asset Management Specialist™
The AAMS™ certification requires abiding by a code of ethics and successfully completing coursework that addresses the needs of individuals by applying investment concepts to real-world situations of asset management. Candidates must pass a certification examination covering the following topics: asset allocation, investment strategies, estate planning, investment opportunities for retirees and small business owners, and insurance products.
ADPA™ Accredited Domestic Partnership Advisor™
Individuals who hold the ADPA™ designation have completed a course of study encompassing wealth transfers, federal taxation, retirement planning, and planning for financial and medical end-of-life needs for domestic partners. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.
AEP® Accredited Estate Planner®
The AEP® designation is awarded by the National Association of Estate Planners & Councils to estate planners who have completed two graduate-level courses administered by The American College, meet specific professional requirements and who practice as one of the following: attorney, CPA, trust officer, CLU®, CFP® certificant or ChFC®.
AIF® Accredited Investment Fiduciary
The Accredited Investment Fiduciary (AIF)® designation is awarded to professionals who have demonstrated a comprehensive knowledge of fiduciary practices. AIF® designees must complete training and annual continuing professional education requirements and attest to a code of ethics.
APMA™ Accredited Portfolio Management Advisor™
Individuals who hold the APMA™ designation have completed a course of study encompassing client assessment and suitability, risk/return, investment objectives, bond and equity portfolios, modern portfolio theory and investor psychology.
AWMA℠ Accredited Wealth Management Advisor™
The AWMA℠ certification requires abiding by a code of ethics and passing a certification examination covering coursework that addresses the asset management needs of individuals. The coursework provides candidates with advanced knowledge in asset management, allocation and selection, investment performance and strategies for retirees and small business owners, estate planning, income tax and benefits planning, and risk management and investment issues for high net worth clients.
BFA™ Behavioral Financial Advisor™
A Behavioral Financial Advisor™ certification trains, develops and improves competencies necessary to help financial professionals and clients make better decisions throughout the financial planning process. The course work includes topics such as self awareness, effective decision-making, effective self-management, and relationship effectiveness.
CAP® Chartered Advisor in Philanthropy®
The Chartered Advisor in Philanthropy® (CAP®) provides students with the knowledge and tools needed to help clients articulate and advance their highest aspirations for self, family, and society.
CAS® Certified Annuity Specialist®
A certification indicating expertise and commitment to fixed-rate and variable annuities. Individuals with the CAS® designation offer clients expert advice regarding investment opportunities in annuities.
CASL® Chartered Advisor for Senior Living®
The CASL® credential provides advisors with in-depth training on issues impacting seniors and those planning for retirement.
CDFA® Certified Divorce Financial Analyst®
A Certified Divorce Financial Analyst® is a member of the Institute for Divorce Financial Analysts who specializes in the financial issues surrounding divorce.
CEP® Certified Estate Planner™
Certified Estate Planners™ are proud to lead the way in the education and support of financial, legal and tax professionals who desire to take their practice into the comprehensive and demanding field of Estate Planning.
CEPA® Certified Exit Planning Advisor
The Certified Exit Planning Advisor Program is a five-day executive MBA-style program held by the Exit Planning Institute that trains and certifies qualified professional advisors in the field of exit planning. Exit planning is the preparation for the exit of an entrepreneur from his company to maximize the enterprise value of the company in a mergers and acquisitions transaction.
CFA® Chartered Financial Analyst®
Holders of the Chartered Financial Analyst® designation are securities analysts, money managers and investment advisors who have completed the CFA program, a graduate-level, self-study curriculum and examination program for investment professionals that covers a broad range of investment topics.
CFP® CERTIFIED FINANCIAL PLANNER™
The CERTIFIED FINANCIAL PLANNER™ certification is recognized as a standard of excellence for personal financial planning. CFP® certification requires meeting experience and ethics requirements, successfully completing financial planning course work and passing the certification examination covering the following topics: financial planning principles, employee benefits planning, investment planning, income tax planning, and retirement and estate planning.
CFS® Certified Fund Specialist
A Certified Fund Specialist has completed advanced studies in mutual funds, including modern portfolio theory to help them understand how to analyze and construct efficient portfolios containing mutual funds and other investment vehicles. Advisors who hold this designation have advanced knowledge of mutual funds, having passed an examination covering the following areas: dollar-cost averaging, risk management, asset allocation and modern portfolio theory.
ChFC® Chartered Financial Consultant®
The Chartered Financial Consultant® designation is one of the most robust and respected credentials for financial planning professionals. To earn the Chartered Financial Consultant designation, advisors must complete experience and ethics requirements.
ChSNC® Chartered Special Needs Consultant®
Offered by the American College advisors who hold the Chartered Special Needs Consultant go through a rigorous program that is designed to help advisors manage the emotional and financial complexities of planning for families that have children with special needs.
CIMA® Certified Investment Management Analyst®
The Certified Investment Management Analyst® designation identifies professionals with years of experience and hard-earned, in-depth management capabilities who have completed extensive course work and passed a rigorous exam. CIMA® certification requires meeting experience and ethics requirements, successfully completing financial planning course work and passing the certification examination covering the following areas: asset allocation, due diligence, risk measurement, investment policy and performance measurement.
CKA® Certified Kingdom Advisor®
The Certified Kingdom Advisor® designation is issued by Kingdom Advisors. That is designed to offer advisors growth in three areas: delivery of biblically wise financial advice, wisdom in practice management, and equipping in personal and spiritual growth.
CLTC® Certified Long Term Care®
The Certified in Long-Term Care program is the long-term care insurance industry’s only independent professional designation. The Certified in Long-Term Care course is focused on the field of long-term care planning and provides legal, accounting, insurance and financial service professionals the critical tools necessary to address the subject matter with their middle-age clients.
CLU® Chartered Life Underwriter®
The Chartered Life Underwriter Designation® is the highest level designation available in the life insurance profession, and is obtained by completing retirement planning course work that focuses on the financial planning needs of clients like you. Chartered Life Underwriters have completed advanced courses and exams in regard to insurance, investments, taxation, employee benefits, estate planning, accounting, management and economics.
CMFA® Certified Military Financial Advisor®
Individuals who hold the Certified Military Financial Advisor® (CFMA®) designation have received training to serve veterans, active duty, Reserve, National Guard and their families in planning for a confident financial future.
CMFC™ Chartered Mutual Fund Counselor™
The Chartered Mutual Fund Counselor™ program was developed in conjunction with the Investment Company Institute and is the only mutual fund designation recognized in the financial services industry. The program provides a thorough knowledge of mutual funds and their various uses as investment vehicles.
CPA Certified Public Accountant
The Certified Public Accountant designation is awarded by the American Institute of Certified Public Accountants (AICPA) to accountants who pass the AICPA's Uniform CPA Examination and satisfy the work experience and statutory and licensing requirements of the state(s) in which they practice.
CPWA® Certified Private Wealth Advisor®
An advanced credential created specifically for wealth managers who work with high-net-worth individuals, focusing on the life cycle of wealth: accumulation, preservation, and distribution. Candidates who earn the certification understand how to develop specific strategies to minimize taxes, monetize and protect assets, maximize growth, and transfer wealth.
CRC® Certified Retirement Counselor®
The Certified Retirement Counselor® program helps financial professionals raise retirement readiness of clients by delivering curriculum that promotes a mastery of both retirement accumulation and distribution planning.
CRPC™ Chartered Retirement Planning Counselor™
The Chartered Retirement Planning Counselor™ certification is obtained by completing retirement planning course work that focuses on the pre- and post-retirement needs of clients like you. By completing coursework focused on key retirement issues such as asset management and estate planning, a Chartered Retirement Planning Counselor™ is trained to help clients assess retirement preparedness and confidently address their pre- and post-retirement financial needs.
CRPS™ Chartered Retirement Plans Specialist™
Chartered Retirement Plans Specialists have completed a course of study encompassing design, installation, maintenance and administration of retirement plans. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.
CSPGCM Certified Specialist in Planned GivingCM
The Certified Specialist in Planned GivingCM program is designed to teach the body of knowledge required for planned giving professionals and others who may be called upon to participate in the planned giving process.
CSRIC® Chartered SRI Counselor™
The Chartered SRI Counselor™ (CSRIC®) designation provides financial advisors and investment professionals with a foundation knowledge of the history, definitions, trends, portfolio construction principles, fiduciary responsibilities, and best practices for sustainable investing.
CTFA Certified Trust and Fiduciary Advisor
Certified Trust and Fiduciary Advisor (CTFA) is a professional designation offered by the American Bankers Association (ABA). This mark provides training and knowledge in taxes, investments, financial planning, trusts and estates.
FPQP® Financial Paraplanner Qualified Professional™
The Financial Paraplanner Qualified Professional™ is offered by the College of Financial Planning. It is the industry-benchmark for entry-level financial planning credentials to learn basic, practical knowledge that can be used to assist planners and advisors.
LUTCF® Life Underwriter Training Council Fellow℠
The Life Underwriting Training Council Fellow℠ certification coursework provides advisors with a better understanding of a variety of insurance products and addresses the protection planning needs of individuals. Candidates are required to meet ethics standards and pass a certification examination covering the following areas: retirement planning, investing, estate planning, annuities, business insurance, employee benefits, life insurance and disability income insurance.
MAAA® Member of the American Academy of Actuaries
An MAAA® is a member of the American Academy of Actuaries. To many employers, clients, and government leaders, the MAAA® designation denotes professionalism and credibility.
MPAS™ Master Planner Advanced Studies™
Individuals who hold the Master Planner Advanced Studies™ designation have earned a Master of Science degree with a major in personal financial planning. The program covers personal financial planning and investment-related content. Individuals must complete all coursework and graduation requirements for the Master of Science degree.
PFS Personal Financial Specialist
The PFS designation program addresses many areas of the financial planning process including estate planning, retirement strategy, investment selection, education planning, and risk management.
REBC® Registered Employee Benefit Consultant®
The Registered Employee Benefit Consultant® program focuses on providing the student with the knowledge necessary to become a professional in the sale and service of employee benefits plans.
RFC® Registered Financial Consultant
Certificants are qualified to help clients understand the various options and nuances of financial services, capable of developing a customized plan services that fit their unique set of circumstances.
RHU® Registered Health Underwriter®
The Registered Health Underwriter® designation is the undisputed professional credential for persons involved in the sale and service of disability income and health insurance.
RICP® Retirement Income Certified Professional®
The Retirement Income Certified Professional® designation is obtained by completing retirement planning course work that focuses on creating an effective retirement income plan for clients who are nearing or are in retirement. By completing coursework focused on key retirement issues such as income gaps, taxation, asset management, and estate planning, a Retirement Income Certified Professional® is trained to help clients assess retirement preparedness and confidently address their income needs throughout retirement.
supports HTML5 video
Consider these four factors for creating a retirement income withdrawal strategy that can help you keep more of your money.
How tax diversification can potentially help you keep more of your hard-earned retirement savings.
Working after retirement: benefits of working when retired
As you prepare to file your individual income tax returns ahead of the IRS deadline, here are few actions consider.
Choosing your retirement health coverage is an important decision. Here’s what you should know.
Get an overview of the key provisions, when they go into effect, and how they may impact your retirement strategy.
A roundup of the top 2023 changes from the IRS and Social Security Administration that could affect how you save, spend and invest.
As you reflect on progress toward your financial goals, consider five key actions.
Before you give a sizable gift or charitable contribution, consider these strategic factors to help optimize the way in which your gift is both given and received.
Learn how your Ameriprise advisor can help you better understand your risk tolerance and why knowing it is so important.
Ameriprise answers five top questions about required minimum distributions (RMDs).
Converting pre-tax assets to a Roth IRA can provide tax benefits in retirement.
Consider these 3 ways to potentially reduce your 2022 federal income taxes.
A smart strategy to help mitigate the impact of taxes on employer securities when you retire.
You’re not alone in asking. Learn how three factors affect the answer.
Time-tested basics to inform your investment portfolio decisions and support your financial goals.
Open enrollment is your annual chance to ensure all your benefit selections are aligned with your financial and health goals. Here are 7 things to keep in mind during this window.
Phishing attacks are phony communications designed to trick a person into giving a scammer sensitive or financial information. Find out how you can better protect yourself.
Many decisions and variables impact retirement income, including taxes. Answers to 6 key questions.
Your life can change a lot in a year – and your Medicare selections should reflect that. Here are four reasons to review your Medicare options annually.
Health spending may rise in retirement. Plan with your advisor to safeguard assets.
While the Student Debt Relief Plan may be welcome news for many across the country, its announcement is also sparking many questions. Find out how the plan will work, who is eligible and how borrowers can get relief.
Investment losses can be turned into a tax-savings opportunity through tax-loss harvesting. Learn what tax-loss harvesting is and how it can benefit you.
For parents, planning for retirement and saving for educational expenses at the same time can feel like a big challenge. Learn how to balance these two financial goals.
Remodeling your home or buying a new one is a significant decision. As you weigh your options, here are considerations to account for.
Wondering what to do with your retirement savings from a previous job? Learn more about the benefits and drawbacks of the three primary approaches.
With more market fluctuations likely ahead, here’s what to consider with your 401(k) and steps you can take to prepare.
These investment strategies can help mitigate risk, reduce volatility in your portfolio and potentially earn more consistent returns over time.
Collecting Social Security payments is an important component of any retirement income strategy. Here are answers to your commonly asked questions.
Your 50s and 60s are a good time to revisit your life insurance strategy with your advisor.
If you’re in the early stages of retirement, recent tax changes may benefit you. Learn about retirement tax planning strategies to reduce your tax bill.
Taking action at these important retirement milestones can help ensure that your post-work life is more relaxing than taxing.
With personalized advice and smart planning, you can achieve your retirement goals. Check out these four ways to rev up your savings for retirement.
When retirement planning, it’s critical to have the right information. Here are 6 common myths – dispelled.
The new Ameriprise study reveals that while most investors plan to pass on wealth, few are completely transparent about their intentions to do so.
You work hard to save for your retirement. To help you enjoy it and live comfortably, here are suggestions to avoid five common financial mistakes.
Rolling over employer assets into an IRA at age 59 ½ could expand your investment options.
If you want to ensure your assets go where you want upon your passing, it’s smart to name beneficiaries on your financial accounts and keep them current.
Life insurance can do more than provide a death benefit to your family when you pass. Speak with an Ameriprise financial advisor to learn more.
David Matthews may only conduct securities business with residents of states in which the advisor is properly registered. Please refer to FINRA's BrokerCheck website for a list of those states.
Let's meet to discuss what's most important to you.
Ameriprise Financial understands that privacy and security are important to you. We will only
use the information you are providing to send offers we believe are relevant to you and, if
you become a client, to send you information about your accounts.
Your request has been successfully submitted.
I will contact you to set up a complimentary initial meeting. During the initial conversation, we’ll discuss your financial goals, needs and the personalized advice I provide if you decide to work with me.
Your message was not sent.
The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
Ameriprise Financial cannot guarantee future financial results.
This offer is only valid in the United States.
Please do not submit account or other confidential information via this form.
corporate entities and important disclosures |
website rules and regulations |
privacy and security center |
about email fraud
Users of this site agree to be bound by the terms of the Ameriprise Financial Website Rules and Regulations.
Ameriprise Financial Services, LLC. Member
FINRA and SIPC.
© 2023 Ameriprise Financial, Inc. All rights reserved.
All fields are required.
When you refer me, the person you refer will receive an email with a link to my website. From there, they can learn more about what it’s like to work with me and reach out for a complimentary initial consultation, if they choose. I will receive your contact’s information and may reach out to them directly.
Your referral will hear from me soon. Feel free to let them know in advance that I will be reaching out.
Ameriprise Financial Services, LLC. Member FINRA and SIPC.
Privacy and Security Center,
Online Security Guarantee and
About Email Fraud.
The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
© 2005 - 2023 Ameriprise Financial, Inc.