Advisor profile


My approach

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.

Areas of focus

  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies
25
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • Bernard M. Baruch College, Bachelors of Business Administration, New York, NY

Community participation

I've mentored students of Baruch College for years and what appeared to be a next step, I've decided to accept my nomination for the board of Bottom Line, a non-profit organization. The nomination was not only an honor but a means for me to be able to give back in a more magnified fashion. Bottom Line helps low-income and first-generation-to-college students get to and through college. Bottom Line is committed to building strong connections with students, providing them with individual support, and ensuring they have the guidance they need to persist and earn a college degree.

https://www.bottomline.org/content/new-york-city-leadership

Awards & recognition

  • Ameriprise Circle of Success, 2019

Professional Alliance

We have a professional alliance with Stephen Hertz, CPA.

Mr. Hertz is not employed by Ameriprise Financial Services, LLC, but is available to our clients as an excellent resource.

For more information please reach out to Gregg Manto.

Ameriprise Financial, Inc. and its affiliates do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific issues. Stephen Hertz, CPA is not endorsed by nor affiliated with Ameriprise Financial. Stephen Hertz, CPA is not under the supervision of Ameriprise Financial. Stephen Hertz, CPA is not a broker-dealer or investment advisory firm.

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.