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Our financial advice team


J Christian Reese, Private Wealth Advisor serving the Virginia Beach, VA area - Ameriprise Advisors

J Christian Reese

CFP®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Boldspire Wealth
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 18 reviews

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Charitable Giving
  • Employee Stock Options
  • Estate Planning Strategies
  • Family Finances
  • Retirement Planning Strategies
  • Saving for Education

Qualifications

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

Education

  • Bachelor of Science, 1998, Accounting/Political Science, Shepherd University, Shepherdstown, WV

Professional associations

  • Financial Planning Association

Community participation

Youth Soccer Coach

Civic League Member