AAMS™ Accredited Asset Management Specialist™
The AAMS™ certification requires abiding by a code of ethics and successfully completing coursework that addresses the needs of individuals by applying investment concepts to real-world situations of asset management. Candidates must pass a certification examination covering the following topics: asset allocation, investment strategies, estate planning, investment opportunities for retirees and small business owners, and insurance products.
ADPA™ Accredited Domestic Partnership Advisor™
Individuals who hold the ADPA™ designation have completed a course of study encompassing wealth transfers, federal taxation, retirement planning, and planning for financial and medical end-of-life needs for domestic partners. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.
AEP® Accredited Estate Planner®
The AEP® designation is awarded by the National Association of Estate Planners & Councils to estate planners who have completed two graduate-level courses administered by The American College, meet specific professional requirements and who practice as one of the following: attorney, CPA, trust officer, CLU®, CFP® certificant or ChFC®.
AIF® Accredited Investment Fiduciary®
The Accredited Investment Fiduciary® (AIF®) designation is awarded to professionals who have demonstrated a comprehensive knowledge of fiduciary practices. AIF® designees must complete training and annual continuing professional education requirements and attest to a code of ethics.
APMA™ Accredited Portfolio Management Advisor™
Individuals who hold the APMA™ designation have completed a course of study encompassing client assessment and suitability, risk/return, investment objectives, bond and equity portfolios, modern portfolio theory and investor psychology.
AWMA™ Accredited Wealth Management Advisor™
The AWMA™ certification requires abiding by a code of ethics and passing a certification examination covering coursework that addresses the asset management needs of individuals. The coursework provides candidates with advanced knowledge in asset management, allocation and selection, investment performance and strategies for retirees and small business owners, estate planning, income tax and benefits planning, and risk management and investment issues for high net worth clients.
BFA™ Behavioral Financial Advisor
A Behavioral Financial Advisor certification trains, develops and improves competencies necessary to help financial professionals and clients make better decisions throughout the financial planning process. The course work includes topics such as self awareness, effective decision-making, effective self-management, and relationship effectiveness.
CAP® Chartered Advisor in Philanthropy®
The Chartered Advisor in Philanthropy® (CAP®) provides students with the knowledge and tools needed to help clients articulate and advance their highest aspirations for self, family, and society.
CAS® Certified Annuity Specialist®
A certification indicating expertise and commitment to fixed-rate and variable annuities. Individuals with the CAS® designation offer clients expert advice regarding investment opportunities in annuities.
CASL® Chartered Advisor for Senior Living®
The CASL® credential provides advisors with in-depth training on issues impacting seniors and those planning for retirement.
CDFA® Certified Divorce Financial Analyst
A Certified Divorce Financial Analyst is a member of the Institute for Divorce Financial Analysts who specializes in the financial issues surrounding divorce.
CEP® Certified Estate Planner™
Certified Estate Planners™ are proud to lead the way in the education and support of financial, legal and tax professionals who desire to take their practice into the comprehensive and demanding field of Estate Planning.
CEPA® Certified Exit Planning Advisor®
The Certified Exit Planning Advisor® Program is a five-day executive MBA-style curriculum and examination program held by the Exit Planning Institute that trains and certifies qualified professional advisors in the field of exit planning. Exit planning is the preparation for the exit of an entrepreneur from their company to maximize the enterprise value of the company.
CFA® Chartered Financial Analyst®
Holders of the Chartered Financial Analyst® designation are securities analysts, money managers and investment advisors who have completed the CFA program, a graduate-level, self-study curriculum and examination program for investment professionals that covers a broad range of investment topics.
CFP® CERTIFIED FINANCIAL PLANNER™
The CERTIFIED FINANCIAL PLANNER™ certification is recognized as a standard of excellence for personal financial planning. CFP® certification requires meeting experience and ethics requirements, successfully completing financial planning course work and passing the certification examination covering the following topics: financial planning principles, employee benefits planning, investment planning, income tax planning, and retirement and estate planning.
CFS® Certified Fund Specialist
A Certified Fund Specialist has completed advanced studies in mutual funds, including modern portfolio theory to help them understand how to analyze and construct efficient portfolios containing mutual funds and other investment vehicles. Advisors who hold this designation have advanced knowledge of mutual funds, having passed an examination covering the following areas: dollar-cost averaging, risk management, asset allocation and modern portfolio theory.
ChFC® Chartered Financial Consultant®
The Chartered Financial Consultant® designation is one of the most robust and respected credentials for financial planning professionals. To earn the Chartered Financial Consultant designation, advisors must complete experience and ethics requirements.
ChSNC® Chartered Special Needs Consultant®
Offered by the American College advisors who hold the Chartered Special Needs Consultant go through a rigorous program that is designed to help advisors manage the emotional and financial complexities of planning for families that have children with special needs.
CIMA® Certified Investment Management Analyst®
The Certified Investment Management Analyst® designation identifies professionals with years of experience and hard-earned, in-depth management capabilities who have completed extensive course work and passed a rigorous exam. CIMA® certification requires meeting experience and ethics requirements, successfully completing financial planning course work and passing the certification examination covering the following areas: asset allocation, due diligence, risk measurement, investment policy and performance measurement.
CKA® Certified Kingdom Advisor®
The Certified Kingdom Advisor® designation is issued by Kingdom Advisors. That is designed to offer advisors growth in three areas: delivery of biblically wise financial advice, wisdom in practice management, and equipping in personal and spiritual growth.
CLTC® Certified Long Term Care
The Certified in Long-Term Care program is the long-term care insurance industry’s only independent professional designation. The Certified in Long-Term Care course is focused on the field of long-term care planning and provides legal, accounting, insurance and financial service professionals the critical tools necessary to address the subject matter with their middle-age clients.
CLU® Chartered Life Underwriter®
The Chartered Life Underwriter Designation® is the highest level designation available in the life insurance profession, and is obtained by completing retirement planning course work that focuses on the financial planning needs of clients like you. Chartered Life Underwriters have completed advanced courses and exams in regard to insurance, investments, taxation, employee benefits, estate planning, accounting, management and economics.
CMFA® Certified Military Financial Advisor®
Individuals who hold the Certified Military Financial Advisor® (CFMA®) designation have received training to serve veterans, active duty, Reserve, National Guard and their families in planning for a confident financial future.
CMFC™ Chartered Mutual Fund Counselor™
The Chartered Mutual Fund Counselor™ program was developed in conjunction with the Investment Company Institute and is the only mutual fund designation recognized in the financial services industry. The program provides a thorough knowledge of mutual funds and their various uses as investment vehicles.
CPA Certified Public Accountant
The Certified Public Accountant designation is awarded by the American Institute of Certified Public Accountants (AICPA) to accountants who pass the AICPA's Uniform CPA Examination and satisfy the work experience and statutory and licensing requirements of the state(s) in which they practice.
CPWA® Certified Private Wealth Advisor®
An advanced credential created specifically for wealth managers who work with high-net-worth individuals, focusing on the life cycle of wealth: accumulation, preservation, and distribution. Candidates who earn the certification understand how to develop specific strategies to minimize taxes, monetize and protect assets, maximize growth, and transfer wealth.
CRC® Certified Retirement Counselor®
The Certified Retirement Counselor® program helps financial professionals raise retirement readiness of clients by delivering curriculum that promotes a mastery of both retirement accumulation and distribution planning.
CRPC™ Chartered Retirement Planning Counselor™
The Chartered Retirement Planning Counselor™ certification is obtained by completing retirement planning course work that focuses on the pre- and post-retirement needs of clients like you. By completing coursework focused on key retirement issues such as asset management and estate planning, a Chartered Retirement Planning Counselor™ is trained to help clients assess retirement preparedness and confidently address their pre- and post-retirement financial needs.
CRPS™ Chartered Retirement Plans Specialist™
Chartered Retirement Plans Specialists have completed a course of study encompassing design, installation, maintenance and administration of retirement plans. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.
CSPGCM Certified Specialist in Planned GivingCM
The Certified Specialist in Planned GivingCM program is designed to teach the body of knowledge required for planned giving professionals and others who may be called upon to participate in the planned giving process.
CSRIC® Chartered SRI Counselor™
The Chartered SRI Counselor™ (CSRIC®) designation provides financial advisors and investment professionals with a foundation knowledge of the history, definitions, trends, portfolio construction principles, fiduciary responsibilities, and best practices for sustainable investing.
CTFA Certified Trust and Fiduciary Advisor
Certified Trust and Fiduciary Advisor (CTFA) is a professional designation offered by the American Bankers Association (ABA). This mark provides training and knowledge in taxes, investments, financial planning, trusts and estates.
FPQP® Financial Paraplanner Qualified Professional™
The Financial Paraplanner Qualified Professional™ is offered by the College of Financial Planning. It is the industry-benchmark for entry-level financial planning credentials to learn basic, practical knowledge that can be used to assist planners and advisors.
LUTCF® Life Underwriter Training Council Fellow℠
The Life Underwriting Training Council Fellow℠ certification coursework provides advisors with a better understanding of a variety of insurance products and addresses the protection planning needs of individuals. Candidates are required to meet ethics standards and pass a certification examination covering the following areas: retirement planning, investing, estate planning, annuities, business insurance, employee benefits, life insurance and disability income insurance.
MAAA® Member of the American Academy of Actuaries
An MAAA® is a member of the American Academy of Actuaries. To many employers, clients, and government leaders, the MAAA® designation denotes professionalism and credibility.
MPAS™ Master Planner Advanced Studies™
Individuals who hold the Master Planner Advanced Studies™ designation have earned a Master of Science degree with a major in personal financial planning. The program covers personal financial planning and investment-related content. Individuals must complete all coursework and graduation requirements for the Master of Science degree.
PFS Personal Financial Specialist
The PFS designation program addresses many areas of the financial planning process including estate planning, retirement strategy, investment selection, education planning, and risk management.
REBC® Registered Employee Benefit Consultant
The Registered Employee Benefit Consultant program focuses on providing the student with the knowledge necessary to become a professional in the sale and service of employee benefits plans.
RFC® Registered Financial Consultant
Certificants are qualified to help clients understand the various options and nuances of financial services, capable of developing a customized plan services that fit their unique set of circumstances.
RHU® Registered Health Underwriter®
The Registered Health Underwriter® designation is the undisputed professional credential for persons involved in the sale and service of disability income and health insurance.
RICP® Retirement Income Certified Professional®
The Retirement Income Certified Professional® designation is obtained by completing retirement planning course work that focuses on creating an effective retirement income plan for clients who are nearing or are in retirement. By completing coursework focused on key retirement issues such as income gaps, taxation, asset management, and estate planning, a Retirement Income Certified Professional® is trained to help clients assess retirement preparedness and confidently address their income needs throughout retirement.
An Ameriprise Platinum Financial Services® Advisor
To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video
Stay ahead of bad actors by knowing how to spot the top threats of 2025.
How can you protect yourself financially for divorce? These tips will walk you through various financial aspects of divorce, including housing, taxes, and more.
Find answers to questions about tax planning strategies for self-employment, quarterly tax payments, lowering your taxable income, business deductions and more.
Learn how to become a more knowledgeable investor with the time-tested investment strategies of dollar-cost averaging, asset allocation, diversification and more.
Determine what makes the most financial sense for your situation.
Potentially save on taxes when selling appreciated assets with this lesser-known tax strategy.
Maintain a long-term perspective to help stay the course during periods of heightened volatility and uncertainty.
Feel more confident about living the retirement you want, no matter what age or life stage you're in.
Planning for the birth or adoption of a child is a major life event that can have significant financial impacts both immediate and long term.
Pass on your financial values to your children through different stages with these age-appropriate tips.
As loved ones age, families often find themselves providing more support. How to navigate the unique challenges of caring for aging loved ones.
When mapping out your retirement years, it’s critical to have the right information.
Suspicious message? Don’t take the bait.
Leverage the potential benefits of AI and mitigate the risks.
Learn about common types of financial fraud and how to protect yourself and your assets against these kinds of fraud attempts by identifying their signs.
Learn about retirement tax planning strategies to reduce your tax bill.
Romance scams typically target people who are emotionally vulnerable and can endanger their financial security. Learn what to do if you suspect someone is being targeted.
For many investors, 401(k) plans are the cornerstone of their retirement income strategy.
7 key questions and financial considerations.
Explore the potential benefits of investing in different types of mutual funds and how this solution may fit into your broader investment strategy.
Create an investment strategy that supports your unique goals and sets you on a path toward long-term success.
Find out the role that bonds can play in bringing steady income and more stability to your portfolio.
Understand the different types of assets that make up a well-rounded investment portfolio.
Discover how to invest for short-term gains with this guide.
Leverage the high-growth potential of stocks to your advantage.
Help preserve your retirement portfolio during market volatility with these 5 strategies.
Balance your desire to grow your investments and reduce risk by embracing these foundational investing concepts.
Explore investment strategies that can potentially generate passive income and help supplement your other earnings.
Put your cash to work and leverage this highly liquid asset class to your strategic advantage.
Get an overview of investments that can do well in an elevated interest rate environment, including potential risks and tradeoffs.
Find out whether this complex asset class, known for its enhanced return potential and high risk, could be appropriate for your portfolio.
Understand the different types of stocks that can help you build a diversified portfolio.
Tailor your investments to your personal values and beliefs with this approach.
Discover your risk tolerance and how it may inform your portfolio’s investment strategy.
Consider these four factors for creating a retirement income withdrawal strategy that can help you keep more of your money.
Understand your different housing options in retirement, what to consider when downsizing and how a new home may affect your financial situation.
Find out how to invest in real estate, as well as potential advantages and risks.
Find out how you can still take advantage of a Roth IRA — even if you earn too much to directly contribute to one.
Learn the top strategies to help reduce the taxable value of your estate so you can leave more behind for the people and causes you care about.
Whether you have a blended family or a loved one with special needs, understand your options if you have more complex estate considerations.
Mitigate taxes and benefit your loved ones with a lifetime gifting strategy.
Reduce your tax liability by taking advantage of the different tax credits and deductions that may be available to you.
Consider these 7 ways to make your tax refund work for you.
Are there benefits to working after retirement? Does working affect Social Security? Find these answers and more information on working in retirement.
Learn more about the financial implications of business ownership, including taxes and retirement planning.
Learn about common types of fraud, how to protect yourself, and how we can work together safely and securely.
Minimize stress during the tax filing season with this checklist.
Set specific, realistic money goals and make a detailed strategy to achieve them.
Start 2025 strong with this beginning-of-the-year checklist.
Stay on top of the cost-of-living changes from the IRS and other federal agencies with this guide.
Review your financial situation regularly to help monitor progress and stay on track for your goals.
Find out how Medicare works, what it costs and when you should enroll.
Understanding the different types of identity theft is key to protecting yourself. Learn more about prevention and how Ameriprise protects your information.
Deciding whether to sell your house is a big decision. Make sure you know the costs of selling a home, the tax implications, and how much your home is worth.
Are you getting married soon? Learn how to manage finances in a marriage with 8 pieces of marriage and finance advice from our financial advisors.
Use this checklist to help protect yourself from bad actors during tax season.
Make a lasting impact on your friends and family with these thoughtful financial gift ideas.
Plan for income taxes throughout the year — so you’re less stressed when it’s time to file.
Create a plan to routinely rebalance the assets in your investment portfolio and learn why this exercise is critical to your financial health.
Whether you’d like to purchase an investment property or a dream vacation house, consider these key financial factors before moving forward.
Find out what Social Security benefits you may qualify for and when you should start collecting.
Leverage your executive compensation benefits now, while also laying the financial groundwork for your future.
Know your options when it comes to managing this major expense in your retirement years.
Create a tax-efficient investment strategy by understanding how the IRS treats different accounts and assets.
A smart strategy to potentially mitigate the impact of taxes on employer securities when you retire.
Consider increasing your contributions to your IRA and 401(k) to the maximum limit so that you’re not missing out on any potential growth or tax benefits.
Get better acquainted with the 2024 and 2025 tax brackets, the various filing statuses and the difference between taking the standard and itemized deductions.
Make sure your Medicare coverage is aligned with your health and financial needs by revisiting your choices during open enrollment.
Diversify the tax treatment of your investments to help reduce the taxes you pay now and in retirement.
Ready for a career change? Consider important factors before changing jobs, including the total compensation package, insurance, retirement plans and more.
Get answers to commonly asked questions about required minimum distributions (RMDs).
Get answers to common questions about making changes to your Medicare benefits.
As you plan for the possibility of extended care in retirement, find out how long-term care insurance works and whether it’s the right solution for you.
Find out how to address your health care needs in the event of a coverage gap.
Find out which type of life insurance policy may be optimal for you, your loved ones and your financial situation.
Apply for Medicare with more confidence by understanding the financial implications of enrollment decisions and common mistakes to avoid.
Help shield your property and financial future from harm and consider these factors when purchasing homeowners, auto or umbrella insurance.
Understand when you can — and can’t — deduct health care premiums and medical expenses.
Make a plan now for potential long-term care costs in the future.
There are many common myths about Social Security. Get the facts from our advisors about whether Social Security will be there when you retire and more.
Consider strategies to help lower your exposure to this tax, which is affecting a growing number of Americans every year.
Converting pre-tax assets to a Roth IRA can provide tax benefits in retirement.
Help protect your family’s financial future in the event of disability or death with these insurance solutions.
Make the tax advantages of an HSA work for you now and in retirement.
Avoid these 6 common tax mistakes with the help of your Ameriprise financial advisor and tax professional.
Help secure your family’s future while also supporting your financial goals.
Understand the role that taxes play in your insurance benefits with this FAQ.
Get the facts about the most common insurance misconceptions.
Use life insurance to help support you throughout your lifetime and beyond.
Consider your options to help lower your health care costs and save money — now and in the future.
Learn five crucial financial mistakes to avoid in retirement. Get strategies for smarter retirement planning.
Need help during open enrollment? Access full resources and knowledgeable advice to make informed decisions about your health insurance with Ameriprise Financial.
Help keep your family members safe from scammers, identity theft and financial exploitation.
Uncover the benefits and strategies offered by SECURE Act 2.0. Explore your retirement savings opportunities with insights from Ameriprise Financial.
Consider these strategies to potentially reduce your taxes.
Potentially turn investment losses into tax-savings opportunities with this tax strategy.
Don’t let job loss disrupt progress toward your financial goals — take these steps now to prepare for a potential loss of income.
Leverage these 10 tax-smart strategies to potentially keep more of your investment returns.
If you’re newly unemployed, consider these actions to help address short-term income needs, while also staying on track to your long-term financial goals.
This basic guide to annuities explains how annuities work, the different types available and more.
Learn the different ways to pay for higher education as a nontraditional adult student, including financial aid options and more for adult students.
Keep these financial considerations in mind as you set a savings goal for your child’s education.
Understand the different saving vehicles to help stay ahead of rising education expenses and reach your goals.
Use the tax code to your benefit when saving or gifting money for a loved one’s college education.
Prepare and stay the course during the market’s ups and downs.
Learn how to pay for college tuition and costs as your child applies to school and prepares to embark on their higher education journey.
Learn the ins and outs of 529 plans with this FAQ, including why they’re a popular savings vehicle for paying for college.
If you’re considering becoming a primary caregiver, here are three financial questions to ask yourself and strategies to save on expenses.
Consider these steps to balance two of life’s most significant financial goals.
Get answers to your most pressing questions about school loans and student debt.
Get the information you need on various scholarship, grant and loan options available to help cover the costs of college.
Effectively manage the impact of capital gains taxes so you can potentially keep more of your investment returns.
Congratulations. You’ve worked hard to save money in your 401(k) or 403(b). But, if you’re like most Americans, you’re likely to change jobs (and employers) multiple times during your career. So, what should you do with your old 401(k) when you get a new job?
Plan for your next trip with more confidence and enjoy your retirement.
Take proactive steps today to help ensure your legacy is carried out as you wish.
Learn answers to three commonly asked ISD questions that can help you begin a conversation with your Ameriprise financial advisor.
Tackle your debts with speed and efficiency, so that you can put more money toward your financial goals.
Help keep your personal and financial information safe with these tips.
Know how your net worth is calculated and leverage these strategies that can help increase your wealth over time.
Balance your income, savings and spending with these effective budgeting methods.
Get tips on how to effectively manage cash flow that can help you meet both your short-term needs and long-term goals.
Find out how this financial measure is calculated and consider strategies to help maintain a healthy credit score.
Understand where you are in your financial journey so you can plan to reach your goals.
Follow these tips to help manage existing and future debt, while also using it as a tool to potentially build wealth.
Efficiently organize, retain and dispose of important documents with these personal financial record retention guidelines.
Clear up common misunderstandings about annuities and learn how they can be used to help you reach your financial goals.
Effectively plan for a large purchase or major life event, while also staying on track to your long-term financial goals.
Determine if paying off your mortgage early is a wise decision for you.
Manage your student loans efficiently, while also staying on track with your other financial goals.
Find out what is a cash reserve and how it can help prepare you for life’s unexpected events — and keep you on track for your financial goals.
Use this strategy to help build your cash reserve, boost your retirement portfolio and save for life’s other goals.
Create a travel budget that allows you to experience new places and cultures ? without added financial stress.
Understand how financial aid eligibility is determined and what to consider before your student submits the FAFSA.
How new 529 plan rules can help with retirement planning.
This key pre-retirement planning checklist may potentially help you boost your future income.
As your estate planning needs become more sophisticated, consider how special trusts may play a role in preserving your legacy and impact.
Cut spending and save more by incorporating these strategies into your financial routine.
Explore an introduction into what is a trust and a will. This article covers the basics of trusts and wills and their role in estate planning.
Find tips for choosing an estate planning team. Learn key responsibilities to help you choose an attorney, a trustee or power of attorney for your estate.
Naming beneficiaries is a critical step in estate planning. Learn how to name a beneficiary, and what you need to consider beforehand.
Learn about estate planning and charitable donations to create a philanthropic legacy that reflects your values, reduces your taxable estate and makes an impact.
View 9 estate planning considerations to help you craft your estate plan, including assigning beneficiaries, drafting a will, naming an executor and more.
Explore an introduction to the basics of estate planning, as well as the fundamentals of creating an effective estate plan for your financial needs.
Learn how to talk about estate planning with your loved ones. Discover strategies for having a productive conversation about estate planning.
Help protect your estate and medical preferences by setting up an advance health care directive, a health care proxy and a durable power of attorney.
Learn the financial steps needed after the death of a parent, spouse or other loved one.
Learn strategies for effectively managing inherited wealth. Find out steps to handle inheritance money wisely and more confidently.
Let's meet to discuss what's most important to you.
Please do not submit account or other confidential information via this form.
At Ameriprise Financial, we’re committed to protecting your privacy and online security. To learn more, view our Privacy Notices on the Ameriprise.com Privacy, Security & Fraud Center. We will only use the information you are providing to send offers we believe are relevant to you and, if you become a client, to send you information about your accounts.
Your request has been successfully submitted.
I will contact you to set up a complimentary initial meeting. During the initial conversation, we’ll discuss your financial goals, needs and the personalized advice I provide if you decide to work with me.
Your message was not sent.
The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
Ameriprise Financial cannot guarantee future financial results.
This offer is only valid in the United States.
corporate entities and important disclosures | terms of use | privacy and security center | about email fraud
Users of this site agree to be bound by the terms of the Ameriprise Financial Website Rules and Regulations.
Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2025 Ameriprise Financial, Inc. All rights reserved.
All fields are required.
When you refer me, the person you refer will receive an email with a link to my website. From there, they can learn more about what it’s like to work with me and reach out for a complimentary initial consultation, if they choose. I will receive your contact’s information and may reach out to them directly.
Your referral will hear from me soon. Feel free to let them know in advance that I will be reaching out.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC. Privacy and Security Center, Online Security Guarantee and About Email Fraud.
© 2005 - 2025 Ameriprise Financial, Inc.