Shelby Gregory Fink

Shelby Gregory Fink

CFP®, APMA®

Private Wealth Advisor
CERTIFIED FINANCIAL PLANNER™ practitioner
A financial advisory practice of Ameriprise Financial Services, LLC
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Background and qualification information is available at FINRA's BrokerCheck website.

Clients

Clients

What do you need? At the end of the day, there’s no other question that matters. My job is to understand you, and create a plan that reflects your goals and dreams. Sure, there are countless options in the financial world. I can sit down with you to discuss personalized strategies to help you work toward your individual goals. That’s why I'm here, and that’s just what I do.

Clients

Honored to receive recognition

I’m proud that I'm one of Forbes’ Best-in-State Wealth Advisors for 2020-2021, Forbes Top Women Wealth Advisors for 2020-2021, and to have been named to Working Mother Magazine’s Top Wealth Advisor Moms list for 2018-2020.

These rankings recognize advisors who provide clients with a high-quality experience and lead the way in the industry. It is an honor because I truly enjoy helping my clients achieve their goals. I’d like to thank them for their trust and for the opportunity to continue working together. And, I’d like to thank my dedicated team for all their hard work and support.

My videos

9 videos

The Ameriprise difference

Ask me about tracking your goals online
Having ongoing access to your goals and progress can help you feel confident, connected and always in control of your financial life.

Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Personal financial advice from advisors who know you and the markets

When giving the right financial advice, knowing the markets isn’t enough. You have to understand your clients. Our advisors know their clients’ goals, giving personalized advice to help meet today’s challenges without losing sight of tomorrow’s goals. (0:30)