Skip to main content

Our financial advice team


G.B. Bose, Private Wealth Advisor serving the Boca Raton, FL area - Ameriprise Advisors

G.B. Bose

MBA

Private Wealth Advisor

Washington Retirement Planning Specialists
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
  • Cash Flow Management Strategies
  • Wealth Preservation Strategies
  • Family Finances
  • Investments
  • Intergenerational Planning

Education

  • MBA in Finance, Wharton, Philadelphia, Pennsylvania
  • MS in Computer Science, Villanova University, Villanova, Pennsylvania
  • Bachelor of Science in Mathematics, University of Calcutta, Calcutta, India

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

Life member Federal Asian Pacific American Council (FAPAC), presenter at the National Conference

Interests

I have lived in the Washington D.C. area for over 20 years. In addition to my professional achievements I am an active member of my community. I enjoy donating time and financial gifts to various community projects and charitable events.

It’s safe to say the numerous successes I had over the years can be attributed to my passion for helping people, permanent desire to make a difference in people's lives through my role as a financial advisor. I believe my success can be attributed to my passion for math combined with my passion for the finance sector as a whole.