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Our financial advice team


Sylvia Karimian, Private Wealth Advisor serving the Tulsa, OK area - Ameriprise Advisors

Sylvia Karimian

CFP®, ChFC®, CLU®, APMA

Private Wealth Advisor

Prime Wealth Management

An Ameriprise Private Wealth Advisor

39
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

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

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • ChFC® Chartered Financial Consultant®
  • CLU® Chartered Life Underwriter®
  • APMA™ Accredited Portfolio Management Advisor™
  • Certified Financial Planner
  • Chartered Financial Consultant
  • Chartered Life Underwriter

Education

  • Masters University of Oklahoma; MSW
  • Northeastern State University

Awards & recognition

  • Ameriprise Circle of Success, 1987-2016
  • Ameriprise Hall of Fame-Lifetime Achievement Award, 1987-2018

Professional associations

  • Financial Planning Association
  • Tulsa Metro Chamber of Commerce

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

Interests

  • Cycling
  • Downhill skiing
  • Traveling