Advisor profile


My approach

Tanveer Khabra - 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.

Tanveer Khabra - My approach photo

Areas of focus

  • Tax Planning Strategies
  • Charitable Giving
  • Estate Planning Strategies
  • Saving for Education
  • Investments
  • Retirement Income Strategies
  • Domestic Partner Planning
  • Executive Compensation and Benefit Strategies
  • Small Business
  • Wealth Preservation Strategies
7
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • Western Washington University, B.A. Business & Finance

Interests

A few things that I love -

  • Traveling with my wife and picking a few new places to see each year
  • Cooking new recipes and trying different wine pairings
  • Playing lots of golf-I recently joined a tournament to play more courses around Washington
  • Coaching-leading our team to purpose every day and delivering on our mission to clients

Awards & recognition

  • Washington's Most Equitable Workplaces, #1 in 2020
  • Washington's Most Equitable Workplaces, #2 in 2019