Advisor profile


My approach

Kathleen Laverde - 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.

Kathleen Laverde - My approach photo

Areas of focus

  • Estate Planning Strategies
  • Intergenerational Planning
  • Retirement Planning Strategies

Qualifications

  • CLU® Chartered Life Underwriter®
  • Series 7,63, 65, 24
  • Health, Life and Variable Annuities

Interests

  • A daughter currently studying International HumanAffairs at UC
  • A son, accomplished drummer looking forward to a career in music
  • Aside from my children and their interests, I play bassguitar in local cover band DV8 and in the annual charitable event Suits That Rock

Community participation

We are proud to be part of the volunteering efforts made by the following organizations. If you or someone you know is interested in volunteering with us, please call our office and speak with Charity Jordan, or email charity.m.flynn@ampf.com.

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.