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Seth Bassoff, Financial Advisor serving the Boca Raton, FL area - Ameriprise Advisors

Seth Bassoff

CRPS, CRPC, APMA, AIF®

Financial Advisor

Adelson Group
27
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

  • Business Retirement Plans
  • Tax Planning Strategies
  • Small Business
  • Retirement Income Strategies
  • Cash Flow Management Strategies
  • Retirement Plan Distribution
  • Executive Compensation and Benefit Strategies
  • Retirement Planning Strategies

Qualifications

  • CRPS™ Chartered Retirement Plans Specialist™
  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™
  • AIF® Accredited Investment Fiduciary®
  • Series 7, 9, 10, 31, 63, 65 and 215 licenses

Education

  • University of Florida; Bachelor of Arts, with Honors

Awards & recognition

  • Adelson Group, Forbes Best-in-State Wealth Management Teams, 2023-2024
  • Adelson Group, Ameriprise Client Experience Award, 2020-2022

Previous experience

  • Morgan Stanley, Financial Advisor- Investment Management and 401(k) Plan Advisor, August 2001-November 2011
  • Merrill Lynch, Project Manager (401(k) Division), November 1997-July 2000

Community participation

  • I support local organizations and companies in Boca Raton and South Florida, with education for their members and employees about financial/economic issues.
  • National Day of Service
  • Active volunteer at Boca Raton Synagogue
  • Xerces Society - Donor
  • Running With Danny (dedicated to patients with CF) - Executive Board

Interests

I am family oriented and spend as much time possible with my wife, Suzie, and our children. Our children range in age from 23 to our youngest, the twins aged 10. We also have a recent addition of our 'fur baby' Rocco...

I also enjoy cooking, hiking, and entertaining friends and family.

We like everything Boca Raton has to offer.