Skip to main content

Our financial advice team


Roger Dael, Financial Advisor serving the Westminster, CO area - Ameriprise Advisors

Roger Dael

APMA

Financial Advisor

Tarian Wealth Management
22
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 4 reviews

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

Areas of focus

  • Investment Management
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Plan Distribution
  • Intergenerational Planning
  • Business Retirement Plans
  • Saving for Education
  • Executive Compensation and Benefit Strategies
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Family Finances
  • Charitable Giving
  • Women's Financial Strategies
  • Insurance
  • Social Security Retirement Benefits
  • Retirement Income Strategies
  • Investments

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Bachelor of Arts, History, Hampden-Sydney College in Virginia

Previous experience

  • Wells Fargo Advisors, 2015-2017
  • Legg Mason Global Asset Management, 2002-2014

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

  • Boulder Valley youth lacrosse coach

Interests

  • Mountain Biking
  • Skiing
  • Travel