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Our financial advice team


Jacob Berrigan, Financial Advisor serving the Bedford, NH area - Ameriprise Advisors

Jacob Berrigan

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Rise Private Wealth Management
8
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

  • Tax Planning Strategies
  • Employee Stock Options
  • Investment Management
  • Estate Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • University of New Hampshire, Bachelor of Science in Business & Finance, 2018

Awards & recognition

  • Rise Private Wealth Management, Forbes Best-in-State Wealth Management Teams, 2023
  • Rise Private Wealth Management, Ameriprise Client Experience Award, 2022-2024

Community participation

The kids at the center signed this ball and surprised me!
The kids at the center signed this ball and surprised me!

Once a week I volunteer a couple of hours with the Boys and Girls Club of Concord. I often spend this time doing some sort of physical exercise with the kids, either dodgeball, basketball, wiffleball, floor hockey, or soccer!

Interests

Health is a massive value of mine and a majority of my interests relate to that. I enjoy:

  • Skiing
  • Hiking
  • Weightlifting
  • Long Nature Walks
  • Preparing Healthy Meals