Advisor profile


My approach

Matthew Zuniga - 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.

Matthew Zuniga - My approach photo

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Small Business
  • Estate Planning Strategies
  • Family Finances
  • Executive Compensation and Benefit Strategies
  • Charitable Giving
  • Tax Planning Strategies

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • Portland State University, Bachelor of Arts, English

Interests

Spending time with my wife, family, and pets.

Going to Portland Winter Hawks games.

Enjoying the outdoors with family and friends.

Sports, including Football, Basketball, Baseball and Hockey.