Advisor profile


My approach

Lynn Munoz - 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.

Lynn Munoz - My approach photo

Areas of focus

  • Women's Financial Strategies
  • Divorce Financial Planning
  • Investments
  • Insurance
  • Family Finances
  • Retirement Income Strategies
  • Retirement Planning Strategies
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • CDFA®; Certified Divorce Financial Analyst®
  • CLTC® Certified Long Term Care®

Interests

  • Mind and body wellness
  • Reading mystery novels
  • Travelling the United States
  • Spending time with family and friends

Community participation

I am co-chair of the Relay for Life of Greater Manchester with the American Cancer Society

This event allows individuals from all walks of life to join in the fight against cancer. The overnight event raises money and awareness while bringing together more than 3.5 million people to celebrate the lives of those who have battled cancer, remember loved ones lost, and empower individuals and communities to fight back against a disease that takes too much.