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Sasa Mirkovic, Private Wealth Advisor serving the Albany, NY area - Ameriprise Advisors

Sasa Mirkovic

MBA, CFP®, BFA, CRPC

Private Wealth Advisor

Inspire Confidence Group

An Ameriprise Private Wealth Advisor

26
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
  • Intergenerational Planning
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Domestic Partner Planning
  • Small Business
  • Employee Stock Options

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • BFA™ Behavioral Financial Advisor
  • CRPC™ Chartered Retirement Planning Counselor™
  • Chartered Retirement Planning Counselor SM
  • Series 7 - General Securities Representative Examination
  • SIE - Securities Industry Essentials Examination
  • Series 66 - Uniform Combined State Law Examination

Education

  • Master of Business Administration from Univerzitet u Sarajevu
  • Bachelors of Science in Business Administration from Univerzitet u Sarajevu

Awards & recognition

  • Inspire Confidence Group, Forbes Best-in-State Wealth Management Teams, 2023-2024
  • Forbes Best-in-State Wealth Advisors, 2021-2024
  • Ameriprise Circle of Success Chairman’s Advisory Council, 2024
  • Ameriprise Circle of Success Hall of Fame, 2023
  • Inspire Confidence Group, Ameriprise Client Experience Award, 2020-2023
  • Ameriprise Circle of Success, 2004-2023
  • Ameriprise Ultimate Digital Excellence Award, 2022
  • Ameriprise Diamond Ring Award, 2015

Professional associations

  • Million Dollar Round Table
  • Financial Planning Association

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

Junior Achievement Executive Board Member

Fundraiser for Regional Food Bank of Northeastern New York

Albany Ride for Missing Children Support Driver and Fundraiser

Interests

My Core Values are: Freedom, Family, Leadership, Integrity & Health

  • My wife, Laura and our children, Oscar, Stella & Kosta are the biggest blessings in my life.
  • Leadership training and development is my passion.
  • First generation immigrant from Bosnia.
  • I played rugby and I am a huge New Zealand All Blacks fan!
  • I had my first professional acting role at the age of 12 and I am a lover & supporter of Theatre and Performing Arts.
  • To relax I listen to Classical/Jazz music.