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Our financial advice team


Edward M Dancek, Financial Advisor serving the Punta Gorda, FL area - Ameriprise Advisors

Edward M Dancek

CRPC, CKA®

Financial Advisor

Horizon Advisors
35
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

  • Retirement Planning Strategies
  • Christian Financial Strategies
  • Investment Management
  • Sustainable and Responsible Investing
  • Charitable Giving
  • Family Finances
  • Social Security Retirement Benefits
  • Saving for Education
  • Intergenerational Planning
  • Insurance
  • Tax Planning Strategies
  • Estate Planning Strategies

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • CKA® Certified Kingdom Advisor®

Education

  • Andrews University, B.S. Education, Berrien Springs, Michigan

Awards & recognition

  • Ameriprise Circle of Success, 2009-2010
  • Horizon Advisors, Ameriprise Client Experience Award, 2023

Professional associations

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

  • Active member of Port Charlotte SDA Church
  • Member of Charlotte Harbor Fly Fishers

Interests

  • I enjoy fishing, canoeing, kayaking, boating, antique cars, home restoration and time with my family.