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Our financial advice team


Steven Weisz, Financial Advisor serving the Plymouth Meeting, PA area - Ameriprise Advisors

Steven Weisz

CRPC, APMA

Financial Advisor

Ashford Wealth Advisors
10
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Sustainable and Responsible Investing
  • Saving for Education
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Family Finances
  • Insurance
  • Tax Planning Strategies

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • B.S. in Business Administration at Saint Joseph's University, Class of 2011

Awards & recognition

  • Ashford Wealth Advisors, Ameriprise Client Experience Award, 2020, 2021, 2022

Community participation

SJU Alumni Volunteer Network

SJU Alumni Association

Cradles to Crayons

Philabundence

Interests

The outdoors- avid golfer, skier, surfer, and hiker.

Traveling and experiencing new places.

Spending time with my friends and family.

Foodie- I enjoy cooking and finding great new restaurants.