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Our financial advice team


Brian Spinnato, Private Wealth Advisor serving the Albuquerque, NM area - Ameriprise Advisors

Brian Spinnato

CFP®, APMA, CRPC, CRPS

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Ethos Financial Partners
13
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

  • Investments
  • Tax Planning Strategies
  • Family Finances
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™
  • CRPC™ Chartered Retirement Planning Counselor™
  • CRPS™ Chartered Retirement Plans Specialist™
  • Life, Health, Variable Insurance

Education

  • Bachelor of Arts, History - Metropolitan State College of Denver, Denver, CO
  • Masters of Arts, Education and Administration - University of Phoenix, Phoenix, AZ

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2020-2023
  • Forbes Best-in-State Next-Generation Wealth Advisors, 2019
  • Ameriprise Client Experience Award, 2020-2021

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

  • Wild Spirit Wolf Sanctuary
  • Blue Star Mothers of America, Inc.
  • National MS Society

Interests

  • Spending time with my beautiful wife and daughter
  • Hiking
  • Cheering on my favorite football team