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Our financial advice team


Annie Fiala Ameriprise Financial Advisor

Annie Fiala

CFP®

Financial Advisor

Balanced Rock Financial Group
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Insurance

Interests

  • Camping
  • Hiking
  • Skiing
  • Traveling
  • Reading

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • Series 7 and Series 66 licensing.

Education

  • Bachelor of Science in Accounting, Cum Laude, Utah State University: Logan, Utah
  • Minor in Personal Financial Planning, Utah State University: Logan, Utah

Previous experience

  • Planning Assistant, Ameriprise Financial, Twin Falls, Idaho, 2013-2015