Advisor profile


My approach

Neal D Vasso - My approach photo

Personalized advice to help you achieve your goals

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach.

I take the time to understand what’s truly important to you. Together, we document your goals, track your progress and make ongoing recommendations to help you diversify your portfolio, and adjust to whatever life brings — both the expected and the unexpected.

With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and always in control of your financial life.

Neal D Vasso - My approach photo

Areas of focus

  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Small Business
  • Charitable Giving
24
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
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • University of Central Oklahoma - Bachelor’s of Science in Accounting

Interests

I have been happily married to my wife Stephanie for 20 years.

We have four sons: Jake, Zeph, Garrett, and Nick. Of my children, one is an Eagle Scout and two are preparing to become Eagle Scouts.

I was a den leader for the Boy Scouts of America, and I am currently an active adult member of the organization.

I have been competing in triathlons since the spring of 2010, and I most recently competed in the Rose City Tri in September 2018.

I enjoy golfing, traveling with my family, hiking, basketball, and water activities.

Community participation

  • Rotary Club, Member
  • Marvin United Methodist Church
  • Chi Alpha Campus Ministries
  • Boy Scouts of America - Troop 369
  • Bishop T.K. Gorman Catholic School

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2018-2020
  • Ameriprise Chairman's Advisory Council, 2012-2020
  • Ameriprise Circle of Success, 2005-2020
  • Ameriprise Hall of Fame, 2017
  • Five Star Wealth Manager, 2012-2019

Professional associations

  • Financial Planning Assocation
  • Estate Planning Council
  • Christian Franchise Advisor Network