Advisor profile


My approach

Gordon S Shalek - My approach photo

Planning for a confident retirement

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement®approach. I start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy.

By identifying clear steps to take toward your goals, I can help take the uncertainty out of planning for your financial future. Working together, I can help you feel more confident, connected, and in control of your financial life.

Gordon S Shalek - My approach photo

Areas of focus

  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Investments
  • Insurance
  • Retirement Planning Strategies
30
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
  • CLU® Chartered Life Underwriter®

Education

  • Fordam University, MBA, 1990
  • University of New Hampshire, BS, 1986

Interests

*Travel: Expand horizons and keep an open mind.

*Cycling: Beginner, but really enjoy it.

*Big Ten college football: Go Cats!

*Boston sports teams: Red Sox baseball & New England Patriot football. "It's not my fault, I was born there!"

Awards & recognition

  • Ameriprise Circle of Success, 1993 - 2019
  • Protect. Grow. Give, RiverSource Life Insurance Company., 2012