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Our financial advice team


Joanne Wofford, Associate Financial Advisor serving the Olympia, WA area - Ameriprise Advisors

Joanne Wofford

Associate Financial Advisor

Chartered Retirement Planning CounselorSM
Cornerstone Financial Strategies
15
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Women's Financial Strategies
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investment Management
  • Sustainable and Responsible Investing
  • Social Security Retirement Benefits
  • Retirement Plan Distribution
  • Wealth Preservation Strategies
  • Family Finances

Interests

As with all of you, 2020 has been "different." I am working from home (my co-worker, Ruger sleeps a lot), we had an office fire, and are now trying to juggle when to come into the office and meet with clients face-to-face, or use Skype or a phone call to handle anything and everything that arises, while continuing to keep our families safe and healthy. We have a partition installed in our conference room, wipe down all surfaces prior to your meeting, and have masks, sanitizer, and clean pens available for your use. This has been quite an adjustment, but we are open for business and continue to watch and review all client accounts.

Qualifications

  • Series 7 licensed in 2007
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • South Puget Sound Community College, Associate of Science
  • Timberline High School, High School Diploma

Previous experience

  • Legal Secretary/Admin with State of Washington, 1994-2001
  • Customer Service Representative with State Farm Insurance, 1993-1995

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

Covid has certainly changed the charity scene. Wow!!! Thank goodness organizations are coming up with more creative fund raising ideas and ways to help.

For Thanksgiving, For the Love Foundation will be assembling meals to be distributed to those in need. I have offered my time to assemble packages and/or deliver.

During the month of November, I have committed to completing 50 squats per day and raise money for the American Cancer Society.

During November, I've also committed to completing 22 push-ups each day and raise money and awareness for Mission 22. Helping stop veteran suicide. 22 veterans a day commit suicide. Too Many!!

  • Seattle Children's Hospital
  • Ronald McDonald House
  • For The Love Foundation
  • American Cancer Society
  • Mission 22