Advisor profile


My approach

Lance Becatti - My approach photo

The advantages of working together online

As we work together to track and achieve your goals, the secure site on ameriprise.com and Ameriprise app make it easy for clients to collaborate with me, any time from any device.In one secure, convenient online space, you can:

· Track your goals and progress

· Connect and share information with me

· View, store and organize your financial documents

· Transfer funds, and much more

Register today at ameriprise.com, or contact me for help getting started.
Lance Becatti - My approach photo

Areas of focus

  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Investment Management
  • Estate Planning Strategies
  • Charitable Giving
  • Tax Planning Strategies
  • Intergenerational Planning
36
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CERTIFIED FINANCIAL PLANNER practitioner (CFP)
  • Certified Long Term Care (CLTC)

Interests

*Boating

*Landscaping

*Home Renovations

*Community Outreach

Community participation

  • The Beth Dillinger Foundation, Board of Directors
  • PACE Center for Girls, sponsor
  • Police Athletic League, sponsor
  • Boys & Girls Clubs of Suncoast, sponsor
  • Ready for Life, sponsor
  • Feeding America, sponsor

Awards & recognition

  • Ameriprise Hall of Fame, 2018
  • Diamond Ring Club, 2006
  • Ameriprise Circle of Success, 2005-2019

Professional associations

  • Financial Planning Association