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Our financial advice team


John-Paul Daly, Financial Advisor serving the Bend, OR area - Ameriprise Advisors

John-Paul Daly

MBA, RICP®, APMA®

Financial Advisor

AGP Wealth Advisors
20
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 Income Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies

Interests

My family enjoy being outdoors, whether out camping, walking trails with our furbaby, Hannah, or working in our garden.

Awards & recognition

  • Five Star Wealth Manager, 2013 - 2018

Qualifications

  • RICP® Retirement Income Certified Professional®
  • CLTC® Certified Long Term Care®
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • MBA (1999), Portland State University, Portland, Oregon
  • BA (1993), Economics & Japanese Studies, U. of Victoria, BC, Canada

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

My family and I actively participate in our children's school activities, many of which my wife, Gretchen, organizes.