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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
32
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 34 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

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™

Education

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

Awards & recognition

  • Ameriprise Circle of Success, 2004 - 2023
  • CorePlan Wealth Management, Ameriprise Client Experience Award, 2021-2023

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.

Community participation

Active North Pocono Minisink Lions Club Member

Interests

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