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Our financial advice team


David Bouffard Ameriprise Financial Advisor

David Bouffard

MBA, APMA®, CRPC®

Private Wealth Advisor

Managing Partner
Fiduciam Financial
11
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.

Areas of focus

  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Investments

Interests

  • My Core Values are: Autonomy, Health, Family, Integrity, and Relationships
  • Member of the American Institute of Economic Research
  • Avid Golfer
  • Cross Fitter
  • Recreational Boxer

Community participation

Charity Golf Tournaments including:

  • Friends of the Thomaston Opera House
  • Charlie Ormsby Memorial Golf Classic
  • Thomaston Rotary
  • Watertown Rotary
  • Camp Care Therapeutic Riding Center
  • Supporter of local theatre
  • Member of Northwestern Connecticut Chamber of Commerce
  • Member of Young Professionals Organization
  • National Day of Service
  • Walk for MS - National MS Society

Awards & recognition

  • Forbes Best-in-State Next-Generation Wealth Advisors, 2019
  • Ameriprise Circle of Success, 2013-2015

Qualifications

  • APMA® Accredited Portfolio Management Advisor℠
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • BA Economics, College of William and Mary 1999-2003
  • MBA Finance, University of Connecticut 2009-2011
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