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Chad Martindale, Private Wealth Advisor serving the Portland, OR area - Ameriprise Advisors

Chad Martindale

CFP®, BFA, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
AGP Wealth Advisors

An Ameriprise Private Wealth Advisor

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

  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Business Retirement Plans
  • Small Business
  • Investments
  • Retirement Plan Distribution
  • Social Security Retirement Benefits
  • Cash Flow Management Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • BFA™ Behavioral Financial Advisor
  • APMA™ Accredited Portfolio Management Advisor™

Awards & recognition

  • AGP Wealth Advisors, AGP Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2023-2024
  • Forbes Best-in-State Wealth Advisors, 2019 - 2023
  • AGP Wealth Advisors, Barron’s Top 250 Private Wealth Management Teams, 2024
  • Barron’s Top 1,200 Financial Advisors, 2015 - 2017, 2021 - 2023
  • Ameriprise Circle of Success, 2005 - 2021
  • Five Star Wealth Manager, 2015

Community participation

  • Royal Family Kids Camp
  • Bridge Meadows - Beaverton

Interests

My wife, Lisa, and I have spent the last 24 years raising 4 children of our own, one of which is officially off the payroll. We love sports and being active outdoors, including recently taking up mountain biking. We are currently training for a hiking adventure taking place in 2024 and are looking forward to the challenge.

In my free time, I passionately assist community organizations that support orphaned children and widows. Impacting the people and organizations I love are at the core of my values.