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Our financial advice team


Allen Shpigel

Allen Shpigel

CRPC®, AWMA®, ADPA®, CLTC®, APMA®

Financial Advisor

Franchise Owner
Shpigel Financial Group
18
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.

Areas of focus

  • Retirement Income Strategies
  • Investment Management
  • Women's Financial Strategies
  • Domestic Partner Planning
  • Cash Flow Management Strategies
  • Retirement Plan Distribution
  • Executive Compensation and Benefit Strategies
  • Wealth Preservation Strategies
  • Financial Strategies for LGBTQ Couples and Families
  • Estate Planning Strategies
  • Insurance
  • Retirement Planning Strategies

Interests

I enjoy the arts and playing music, live concerts are one of my favorites to attend.

I spend a lot of time with my clients, as we explore Atlanta's fine dining and share life experiences.

I definitely enjoy sport, especially Tennis and Basketball which I try to stay active and play. You can also find me on off-road expeditions in my 4x4 and exploring nature.

Business psychology and Entrepreneurship, are a great interest of mine, along with local & International news.

Awards & recognition

  • Ameriprise Circle of Success, 2013
  • Five Star Wealth Manager, 2013-2016, 2018, 2019, 2020

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • APMA® Accredited Portfolio Management Advisor℠
  • AWMA® Accredited Wealth Management Advisor℠
  • ADPA® Accredited Domestic Partnership Advisor℠
  • CLTC® Certified Long Term Care®

Previous experience

  • Contractor for Buxbaum Group, 2002-2003
  • Director / Sales and Operations, Just For Feet, 1998-2002
Newsletter

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Community participation

Friends to the Forlorn Pitbull Rescue

Golden Retriever Rescue of Atlanta

For our support of the lesbian, gay, bisexual, transgender and queer (LGBTQ) community, Ameriprise is honored to be recognized as a 2018 Best Place to Work for LGBTQ Equality by the Human Rights Campaign Foundation.