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Our financial advice team


Timothy E LePain Ameriprise Financial Advisor

Timothy E LePain

Financial Advisor

Chartered Retirement Planning CounselorSM
LEPAIN ASSOCIATES
20
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.

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Insurance
  • Family Finances
  • Tax Planning Strategies
  • Saving for Education
  • Retirement Plan Distribution
  • Executive Compensation and Benefit Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Cash Flow Management Strategies

Interests

Family, Work, Coaching youth sports, Golf

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • FINRA Series 7,63,65 Licensed for Life Accident and Health

Education

  • University of Massachusetts, Amherst B.S. Graduated 1995