Advisor profile


My approach

Uriah Halpin - My approach photo

What you can expect when you work with me

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Uriah Halpin - My approach photo

Areas of focus

  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Insurance
  • Retirement Plan Distribution
  • Investments
  • Wealth Preservation Strategies
  • Estate Planning Strategies
16
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • APMA® Accredited Portfolio Management Advisor℠
  • CRPC® Chartered Retirement Planning Counselor℠
  • AAMS® Accredited Asset Management Specialist℠

Education

  • BA, Seattle University, Languages, Seattle, WA, 1998
  • MA, UAG Guadalajara, Mexico/Bowling Green State University (OH), Spanish, 2000

Interests

Along with my interest in promoting living within one's financial values and practicing fiscal fitness and well-being, I also enjoy listening to audio books and music, time with family and friends, travel, and attending social events, as well as physical fitness activities like hot yoga and gym workouts on a semi-regular basis and more occasional running, biking, swimming, pickleball and very occasional attempts at snowboarding, tennis, golf or surfing...any of which are especially enjoyed on a sunny day with good company.

Community participation

Supporter of Hopelink. www.hope-link.org

Supporter of Full Life Care. www.fulllifecare.org

Supporter of Street Youth Ministries. www.streetyouthministries.org

Supporter of Krista Foundation for Global Citizenship. www.kristafoundation.org

Supporter of Sno-King Community Chorale. www.sno-kingchorale.org/concerts

Northwest Harvest, volunteer participant.

Along with personal efforts to help support others' well-being.

Awards & recognition

  • FIVE STAR Wealth Manager , 2012-2020

Professional associations

  • Bellevue Chamber of Commerce

Previous experience

  • Financial Advisor, Ameriprise Financial Services, Inc, 2013 - present, Bellevue, WA
  • Financial Advisor, Edward Jones, 2005 -2013, Bothell, WA
  • Area Manager, Wells Fargo,, 2002 - 2005, Seattle, WA
  • Instructor, Lewis-Clark State College, 2000 - 2001, Lewiston, ID