Advisor profile


My approach

Liet C Han - My approach photo

What you can expect when you work with me

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.

Liet C Han - My approach photo

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Intergenerational Planning
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Cash Flow Management Strategies
  • Wealth Preservation Strategies
17
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • B.S. Finance & Managment, Stern School of Business NYU,1996

Interests

I love spending time with my beautiful wife Angela and our dog Teddy.

We enjoy traveling around the world. We have been to Bali, Thailand, Japan, all over Europe and Aruba. Within the United States we have been to Vermont, California, Florida and Washington D.C.

As a hobby I enjoy watching basketball and football and I love spending time hiking outdoor with my family.

Awards & recognition

  • Ameriprise Client Experience Award, 2020