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Our financial advice team


Nayan Ranchhod Ameriprise Financial Advisor

Nayan Ranchhod

CFP®, CRPC®, AAMS®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Silver Lining Wealth Advisors
14
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

  • Retirement Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Domestic Partner Planning
  • Charitable Giving

Interests

Investing time with my family and friends, this time continues to reenergize and inspire me to do my best work.

Community service, giving back is something that I feel is important in creating a better world.

Golf, trying to get my first hole in one

Watching any kind of sports especially the Arizona Cardinals, Boston Redsox, and Oklahoma Sooners.

Community participation

Please reach out with opportunities. We are always looking for new ways and groups to learn about.

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2018-2020
  • On Wall Street's 40 Advisors Under 40, 2019
  • Forbes Best-in-State Next-Generation Wealth Advisors, 2019
  • Ameriprise Chairman's Advisory Council, 2020
  • Ameriprise Circle of Success, 2014 - 2019
  • Forbes Top Next-Generation Wealth Advisors, 2017 - 2018, 2020
  • Five Star Wealth Manager, 2013, 2015, 2018

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠
  • AAMS® Accredited Asset Management Specialist℠
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • B.A. Economics
  • B.A. Political Science
  • Minor Statistics
  • Boston University
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