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Our financial advice team


Thomas Hauber Ameriprise Financial Advisor

Thomas Hauber

CFP®

Private Wealth Advisor

Franchise Owner
CorePlan Wealth Management
28
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 40 reviews

Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Investments
  • Tax Planning Strategies
  • Employee Stock Options

Interests

  • I enjoy golfing, competitive water skiing and snow skiing.

Community participation

Active North Pocono Minisink Lions Club Member

Awards & recognition

  • Ameriprise Circle of Success, 2004 - 2017

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • B.S. in Business Administration - Finance, Bloomsburg University, 1992
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