John David Link

John David Link

CFP®, ChFC®, BFA, MS

Financial Advisor
CERTIFIED FINANCIAL PLANNER™ practitioner
  • Market volatility

    Stay on track with your financial goals during changing market conditions.
    Gain insights
  • Personalized advice

    Your financial goals are unique to you. Learn how we can help you achieve them.
    Get started
  • Get to know us

    We enjoy helping our clients achieve their financial goals. Learn about our team members.
    Meet the team

Background and qualification information is available at FINRA's BrokerCheck website.

My Approach

I believe my process is designed to provide the essentials for a solid Client - Advisor relationship. These include:

  • Personalized wealth management strategies A comprehensive approach to financial planning
  • A commitment to specific and personalized ongoing client service

Many of my clients are engineers, professionals, entrepreneurs, or have technology backgrounds.

I work with clients of this nature as I believe they tend to be analytical, like me, and are looking to learn and discover the entire range of options available to them. Also, typically these clients have very little time to manage their finances themselves.

Although I do work with many clients not fitting this demographic, several occupation types are listed below that fall within my specialty:

  • Engineers
  • Accountants
  • Attorneys
  • Actuaries
  • Educators
  • Computer / Software
  • Professional Sales

If you are in one of these fields, or something dimilar, I may be a good match for your personality and d

My videos

3 videos

The Ameriprise difference

Ask me about tracking your goals online
Having ongoing access to your goals and progress can help you feel confident, connected and always in control of your financial life.

Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

view commentary
 

Personal financial advice from advisors who know you and the markets

When giving the right financial advice, knowing the markets isn’t enough. You have to understand your clients. Our advisors know their clients’ goals, giving personalized advice to help meet today’s challenges without losing sight of tomorrow’s goals. (0:30)