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Our financial advice team


Darrel Upson, Private Wealth Advisor serving the Pleasantville, NY area - Ameriprise Advisors

Darrel Upson

CRPC®, CIMA®

Private Wealth Advisor

Hudson Peak Wealth Advisors
23
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

  • Wealth Preservation Strategies
  • Investments
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Executive Compensation and Benefit Strategies

Interests

  • Travel
  • Sailing
  • Golf
  • Reading
  • Film
  • Cooking

Qualifications

  • CIMA® Certified Investment Management Analyst®
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • Universidad del CEMA, MS Capital Markets-Finance, 1998-1999
  • Hobart College, BA Political Science, 1993

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

  • Board of Directors, Lutheran Social Services of New York
  • Former Executive Board Member, Catholic Charities Brooklyn Queens-Peoples of Progress, New York City Affordable Housing Developer