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David Riggs, Private Wealth Advisor serving the Houston, TX area - Ameriprise Advisors

David Riggs

MS, CFP®, ChFC®, CRPC, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Pinnaclereach Wealth Advisors
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 4.8 out of 5 rating based on 17 reviews

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
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Saving for Education

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • ChFC® Chartered Financial Consultant®
  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • 1997 - B.B.A. Finance - Southwest Texas State University, San Marcos, TX
  • 2013-Masters of Science- Finance (MS)-Kaplan University

Awards & recognition

  • Ameriprise Circle of Success, 2005-2007, 2010, 2013-2020
  • Five Star Wealth Manager, 2015

Community participation

My family and I currently support a number of organizations such as:

-The National Cancer Society

-Leadership Counsel Committee member for Texas State

-Big Brother/Big Sister chapter

-Various church committees.

Interests

I am originally from Beaumont, Texas, but I have lived in Houston since 1998.

I have been happily married to my wife Joy, for 22 years.

I have two wonderful daughters, Skylar-20 and Devyne-15.

In my free time I enjoy playing with my girls, running, and traveling .