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Our financial advice team


Dipali Amin, Financial Advisor serving the Minneapolis, MN area - Ameriprise Advisors

Dipali Amin

JD, CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Heritage Wealth Advisors
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

  • Estate Planning Strategies
  • Saving for Education
  • Charitable Giving
  • Executive Compensation and Benefit Strategies
  • Investment Management
  • Retirement Planning Strategies
  • Small Business
  • Tax Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • B.A., 1995, Economics, Northwestern University, Evanston, Illinois

Awards & recognition

  • Five Star Wealth Manager, 2018 - 2023

Interests

In my free time I enjoy biking, hiking, reading, traveling, playing board games, and spending time with family.