Advisor profile


My approach

Oscar Tapia - 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.

Oscar Tapia - My approach photo

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Small Business
  • Investments
  • Insurance
  • Cash Flow Management Strategies
  • Charitable Giving
  • Executive Compensation and Benefit Strategies
  • Saving for Education
  • Retirement Plan Distribution
21
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℠

Education

  • Marist College, Poughkeepsie, NY 1985-1989
  • B. S Computer Science

Interests

I enjoy traveling, spending time with my family and golf. If you don't find me at the office, you can find me on the back nine, or sight-seeing with my wife.

Community participation

Volunteer for Greater Boston Food Bank http://www.gbfb.org/

Volunteer for Harry Chapin Food Bank of SW Florida http://www.harrychapinfoodbank.org

Awards & recognition

  • Ameriprise Circle of Success, 2014

Ameriprise Platinum Financial Services® Advisors

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach. Ameriprise Financial provides these advisors prioritized service and a network of expert resources to consult on complex client needs.