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Lori Bean, Private Wealth Advisor serving the Las Vegas, NV area - Ameriprise Advisors

Lori Bean

MSFS, CFP®, BFA, ChFC®, CRPC, CMFA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Silver Pointe Wealth Management

An Ameriprise Private Wealth Advisor

30
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 5.0 / 5 rating based on 27 reviews
See disclosures

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Women's Financial Strategies
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Financial Strategies for LGBTQ Couples and Families
  • Retirement Plan Distribution
  • Cash Flow Management Strategies
  • Saving for Education
  • Investment Management
  • Tax Planning Strategies
  • Small Business

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • BFA™ Behavioral Financial Advisor
  • ChFC® Chartered Financial Consultant®
  • CRPC™ Chartered Retirement Planning Counselor™
  • CMFA® Certified Military Financial Advisor®

Education

  • Bachelor of Science, Cornell University, Ithaca, NY 1993
  • Masters of Science, The American College, Bryn Mawr, PA 2004

Awards & recognition

  • Ameriprise Ultimate Digital Excellence Award, 2022, 2024
  • Silver Pointe Wealth Management, Ameriprise Client Experience Award, 2021, 2024
  • Ameriprise Circle of Success, 2018

Professional associations

  • Las Vegas Chamber of Commerce
  • Executive Women's Council
  • NFL Registered Player Financial Advisor
  • President's Council of Cornell Women
  • Million Dollar Round Table
  • Ameriprise National Franchisee Advisory Council (NFAC)

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

Cornell Alumni Admissions Association Network (CAAAN)

Opportunity Village, Volunteer

Three Square Food Bank, Volunteer events

The Animal Foundation, Collection Drive

Project 150, Collection Drive

Interests

  • I am an avid reader. We have a "Take a Book, Leave a Book" book exchange in our lobby.
  • I enjoy traveling with my family. We are on a quest to visit all 50 states and currently only have 2 to go.
  • Gardening is a passion of mine. Lemons, tomatoes, herbs, roses- you never know what you'll leave with!
  • I am happily married to Shane, a teacher with CCSD and a third generation Las Vegas resident.
  • Volunteering and community service are a cornerstone to our practice. We've collected prom dresses, coats for kids, dog blankets, toiletries, filled food baskets- success is more than money.