Advisor profile


My approach

Michael Beiter - 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.

Michael Beiter - My approach photo

Areas of focus

  • Family Finances
  • Retirement Planning Strategies
  • Insurance
  • Women's Financial Strategies
  • Retirement Income Strategies
  • Saving for Education
  • Social Security Retirement Benefits
  • Wealth Preservation Strategies

Qualifications

  • Series 7, 66, Life and Health Licenses, Annuities, Long-Term Care.

Education

  • I have a degree in Business Finance and Management
  • I have a degree from CSUF 2000- Mihaylo College of Business & Economics

Interests

  • I love spending time with my wife Jenny, and my children Ryan 15, Trevor 13, and Katelyn 10
  • I enjoy coaching my boy's flag football teams and other sports
  • I enjoy traveling, golfing , fishing , hiking and camping
  • I have a passion for business, investments, real estate, and faith

Community participation

My family supports the Wounded Warrior Projects.