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Our financial advice team


Daniel Jiyamapa

Daniel Jiyamapa

BFA, CLTC®, APMA®

Private Wealth Advisor

President of
Allegiance Wealth Management
19
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.

Areas of focus

  • Retirement Income Strategies
  • Women's Financial Strategies
  • Wealth Preservation Strategies
  • Investments
  • Insurance
  • Saving for Education
  • Small Business

Interests

I am blessed with a daughter and a son.

Interests include: snowboarding, skiing, photography and cycling of all kinds.

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2018-2021
  • Barron’s Top 100 Independent Financial Advisors, 2019
  • Ameriprise Client Experience Award, 2020
  • Ameriprise Circle of Success, 2007, 2008, 2011, 2014-2020
  • Five Star Wealth Manager , 2012, 2014-2021

Qualifications

  • APMA® Accredited Portfolio Management Advisor℠
  • AWMA® Accredited Wealth Management Advisor℠
  • CRPC® Chartered Retirement Planning Counselor℠
  • BFA™ Behavioral Financial Advisor™
  • CLTC® Certified Long Term Care®

Education

  • Northwestern Univerisity, B.A. Economics, 1994
Newsletter

to receive my newsletters and other financial and market information

Community participation

Relay For Life Sponsor

Woodland Park Zoo Partner Contributor

Pacific Science Center Corporate Associate