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Our financial advice team


Steven Hagopian, Financial Advisor serving the Warwick, RI area - Ameriprise Advisors

Steven Hagopian

Financial Advisor

Franchise Owner
Coastal Wealth Management
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 4.9 / 5 rating based on 37 reviews
See disclosures

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

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Retirement Income Strategies
  • Small Business
  • Executive Compensation and Benefit Strategies
  • Saving for Education
  • Family Finances
  • Business Retirement Plans
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Insurance

Awards & recognition

  • Five Star Wealth Manager, 2013-2024
  • Ameriprise Client Experience Award, 2020-2021, 2023
  • Ameriprise Ultimate Digital Excellence Award, 2021-2022

Previous experience

  • CEO, Ro-Jack's Food Stores, Inc, Mansfield, MA, 1995-2000

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.

Interests

I enjoy spending time with my family especially my 6 granddaughters

I love to travel

I enjoy cooking and entertaining family & friends

I am an avid gardner and spend many sunny days working in my yard

I like to listen to all genres of music (jazz, blues and rock)

I enjoy an occasional game of golf

I enjoy following the New England Patriots and the Boston Red Sox