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Gordon S Shalek, Private Wealth Advisor serving the Boca Raton, FL area - Ameriprise Advisors

Gordon S Shalek


Private Wealth Advisor

Chartered Life Underwriter®
Kuttin Wealth Management
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 29 reviews

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Investments
  • Insurance
  • Retirement Planning Strategies


  • CLU® Chartered Life Underwriter®


  • Fordam University, MBA, 1990
  • University of New Hampshire, BS, 1986

Awards & recognition

  • Ameriprise Circle of Success, 1993 - 2021
  • Premier Protection Award, RiverSource Life Insurance Company, 2015, 2016
  • Protect. Grow. Give, RiverSource Life Insurance Company, 2012
  • Ameriprise Circle of Success Hall of Fame, 2010
  • Ameriprise Chairman's Advisory Council, 1997-2003, 2006
  • Ameriprise Circle of Success Diamond Ring, 2001


*Travel: Expand horizons and keep an open mind.

*Cycling: Beginner, but really enjoy it.

*Big Ten college football: Go Cats!

*Boston sports teams: Red Sox baseball & New England Patriot football. "It's not my fault, I was born there!"