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Jim Ritter, Private Wealth Advisor serving the Virginia Beach, VA area - Ameriprise Advisors

Jim Ritter

CFP®, CRPC, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Boldspire Wealth
37
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 29 reviews

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Women's Financial Strategies
  • Family Finances
  • Saving for Education
  • Charitable Giving
  • Employee Stock Options

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Education: Bachelor of Arts in Psychology, 1975, Grove City College

Awards & recognition

  • Ameriprise Diamond Ring Club, 2000
  • Ameriprise Circle of Success, 2004 - 2018
  • Ameriprise Hall of Fame, 2013

Interests

  • I enjoy challenging & fun physical activities such as surfing & CrossFit training.
  • My wife & I enjoy traveling & discovering "new" places of interest in the US.
  • We especially enjoy the Southwest & the art from that region.