Karissa Peterson Ameriprise Financial Advisor

Karissa Peterson

MBA

Financial Advisor

Vice President

Karissa Peterson Ameriprise Financial Advisor

Karissa Peterson - My approach photo

What you can expect when you work with us

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.

Karissa Peterson - My approach photo

I am originally from Austin, TX but I grew up in Dayton, OH and I moved to Pearland in 2006.

Physical fitness and a healthy active lifestyle are very important to me. I enjoy HIIT, yoga, kickboxing and trail running.

I enjoy visiting local farmer's markets and cooking healthy meals for friends and family.

I have 3 rescue dogs and have been a volunteer with Pearland Pets for the last 3 years. I enjoy hosting the Silent Auction and Wine Pull at the annual Killen's Steakhouse charity event - Wags 2 Riches Gala & Casino Night.

I enjoy uplifting & motivating others. I'm always open to new volunteer opportunities and enjoy running in 5ks for a cause.

I volunteer with Pearland's local rescue shelter in holding an annual charity event at Killen's Steakhouse, at the annual Casino Night & Gala. My husband and I enjoy hosting the silent auction to raise funds for the shelter. Last year we raised over $45,000 to outfit an emergency medical center and mobile adoption trailer for the local veterinarian clinic. In an ongoing effort the last Wednesday of every month Killen's hosts an adoption benefit with happy hour sales going to benefit the shelter.

9

Years of Experience

Retirement Planning Strategies
Women's Financial Strategies

Estate Planning Strategies

Florida Institute of Technology - Masters in Business Administration: Finance - 2014
University of Texas at Austin - Bachelor of Liberal Arts: Political Science & Economics - 2009

Texas Young Professionals

Build Financial Confidence (181KB)

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My Videos(7 videos)

Now Playing

The federal government takes action to support the economy

The federal government takes action to support the economy

In response to the COVID-19 pandemic, the Federal Reserve and U.S. government have taken actions to add liquidity into the markets and economy. In this discussion, Ameriprise and Columbia Threadneedle experts explain why this may benefit investors and consumers. ¹ (31:25)

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How rebalancing helps you weather the market’s waves

How rebalancing helps you weather the market’s waves

Did you know that regular rebalancing can help manage risk and keep you aligned with your goals? Learn more about how it can work for you. (1:50)

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Key metrics to watch in markets and the economy

Key metrics to watch in markets and the economy

As the market continues to change daily, responding to ongoing stresses in the economy, it can be difficult to prioritize long-term financial goals. In this discussion, experts from Ameriprise Financial provide helpful context for conversations with your advisor. (28:01)

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Sleep Better

Sleep Better

How do you find financial confidence? It starts with a plan that’s personalized to all of your goals. The right financial advisor can help you feel more confident about your financial future. (0:30)

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Disinherit the IRS

Disinherit the IRS

The IRS could be an unintended heir of your assets. See how a strategy using life insurance can help you disinherit the IRS. (2:29)

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Why beneficiary designations matter

Why beneficiary designations matter

Did you know the beneficiaries named on your retirement accounts override those named in your will? Learn how to ensure your assets are distributed as you intend while avoiding probate court. (2:23)

Now Playing

Understanding the ‘Sequence of Returns’ risk

Understanding the ‘Sequence of Returns’ risk

In today’s market environment, ‘Sequence of Returns’ risk is one of the most critical risks to protect against. (2:27)

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