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Our financial advice team


Thomas Hauber, Private Wealth Advisor serving the Dickson City, PA area - Ameriprise Advisors

Thomas Hauber

CFP®, CRPC®, APMA®

Private Wealth Advisor

Franchise Owner
CorePlan Wealth Management
30
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 4.9 out of 5 rating based on 52 reviews

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

Interests

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

Awards & recognition

  • Ameriprise Circle of Success, 2004 - 2021
  • CorePlan Wealth Management, Ameriprise Client Experience Award, 2021

Qualifications

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

Education

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

Community participation

Active North Pocono Minisink Lions Club Member