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Our financial advice team


Mehdi Azizi, Private Wealth Advisor serving the Middlebury, CT area - Ameriprise Advisors

Mehdi Azizi

CFP®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Fiduciam Financial
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Investment Management
  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Employee Stock Options
  • Intergenerational Planning
  • Tax Planning Strategies
  • Estate Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Bachelor of Science (BS), Central Connecticut State University

Awards & recognition

  • Fiduciam Financial, Ameriprise Client Experience Award, 2021

Interests

  • Spending time with family and friends
  • Exercising
  • Traveling
  • Trying new foods