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Our financial advice team


Kevin Houser, Private Wealth Advisor serving the Center Valley, PA area - Ameriprise Advisors

Kevin Houser

CFP®

Private Wealth Advisor

Managing Director
Houser & Plessl Wealth Management Group
30
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

  • Investment Management
  • Tax Planning Strategies
  • Intergenerational Planning
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Estate Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • Bachelors degree in Financial Economics, Moravian College, 1993

Awards & recognition

  • Ameriprise Circle of Success, 2017, 2018, 2019, 2020

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

Coach South Parkland LVL Midget baseball team

Coach South Parkland LVL 14U softball team

Interests

Spending time with family and 3 children

Coaching son's baseball

Coaching daughter's softball

Working out