Advisor profile


What you can expect when you work with me

 My 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.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Executive Compensation and Benefit Strategies
  • Estate Planning Strategies
  • Small Business
  • Business Retirement Plans
  • Retirement Income Strategies
  • Wealth Preservation Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • ChFC® Chartered Financial Consultant®
  • CFP®, Certified Financial Planner
  • ChFC®, Chartered Financial Consultant
  • FINRA Series 7, 63 licensed
  • Life, health and accident insurance

Education

  • University of Denver, BSBA Finance and Marketing, 1977 - 1983
  • College of Financial Planning, CFP (Certified Financial Planner), 1997 - 1999
  • American College, ChFC (Chartered Financial Consultant), 2009

Awards & recognition

  • Barron’s Top 1,200 Financial Advisors, 2015 to 2019
  • Five Star Wealth Manager, 2014, 2015, 2016, 2018
  • Ameriprise Circle of Success, 1995 to 2019
  • Ameriprise Diamond Ring Club, 2010

Professional associations

  • Financial Planning Association
  • Kingdom Advisors
  • Scottsdale Chamber of Commerce

Community participation

  • Adult and Teen Challenge
  • Armenian General Benevolent Union
  • Armenian Wounded Heroes Fund
  • Ameriprise National Day of Service - Clients and Staff participate at a local food bank each year
  • HonorHealth Desert Mission Food Bank - Clients and Staff participate at this local food bank
  • Phoenix Rescue Mission
  • St. Jude's Children's Research Hospital
  • St. Mary's Food Bank - Clients and Staff participate at this local food bank
  • Feed My Starving Children - Clients and Staff participate at this local food bank

Interests

  • I have been married to my wife Zhanet since 1993 with a son Armen and daughter Shoushan.
  • Avid reader
  • Landscape Gardening
  • Personal Development Enthusiast

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.