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Our financial advice team


Chris Balcerowiak, Private Wealth Advisor serving the Sterling Heights, MI area - Ameriprise Advisors

Chris Balcerowiak

CFP®, AAMS

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Creative Retirement Solutions Group
37
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 35 reviews

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

Areas of focus

  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Estate Planning Strategies
  • Investment Management
  • Retirement Plan Distribution
  • Sustainable and Responsible Investing
  • Wealth Preservation Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • AAMS™ Accredited Asset Management Specialist™
  • Series 4, 7, 9/10, 24, 31, 52, 53, 63 and 65 registered.

Education

  • Lawrence Technological University – BSBA Finance

Awards & recognition

  • Ameriprise Circle of Success, 2007 - 2017

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

  • My wife and I support breast cancer research and Race for the Cure, Habitat For Humanity and the Salvation Army.
  • Thank you for joining us over the past several years at the Race for the Cure. We look forward to participating in the next one.
  • My wife and I support childhood literacy development efforts. We have supported elementary school classrooms by helping students without the means to participate in the Book-of-the-Month subscription service as well as by contributing toward teachers' classroom book wish lists.

Interests

    I enjoy family outings, taking long walks and hiking through the woods. My passion for bowling and photography started in the 70's. Recently, I added mountain biking to my list of outdoor activities. My wife and I enjoy cooking and wine tasting. We also enjoy making wine and have created many varieties under the name of C & C Estates. Now that our children have grown we look forward to traveling more often. We have visited the much of the US and been to the Caribbean, China, Hawaii, Mexico, and several Mediterranean countries.