Weslie Green

Weslie Green

CFP®, CDFA®

Financial Advisor
CERTIFIED FINANCIAL PLANNER™ practitioner
A private wealth advisory practice of Ameriprise Financial Services, LLC
  • Market insights

    Read the latest market and economic updates from Ameriprise experts.
    Read more
  • Financial advice

    Services and solutions that work to fit your financial needs and priorities.
    Explore
  • Connect with us

    If you have questions or would like to schedule a complimentary initial consultation, get in touch. 

    Contact us

Background and qualification information is available at FINRA's BrokerCheck website.

Divorce is complex—get help with the finances

Money issues can be a huge source of stress and conflict in marriage—and even more so in divorce. Individuals and couples increasingly are looking for healthier ways to navigate the process.

As a Certified Divorce Financial Analyst (CDFA®), I help clients and attorneys address the unique financial issues that accompany divorce. I assist clients in thinking through the short- and long-term real cost of divorce and develop a realistic idea of what their financial situation may look like in the next chapter of their lives. I help clients understand personal vs. marital property, how to value and allocate property, the options for dividing retirement plans and pensions, and how to navigate spousal and child support. I also can serve as a financial neutral for couples who are cooperative.

I most enjoy educating and empowering clients throughout the divorce process—providing the knowledge and tools to help them make difficult decisions with confidence.

I specialize in women’s financial strategies

For many time-pressed women, financial concerns take a backseat to family, career, and other demands. Yet secure financial footing and a confident retirement should be among the most important goals in a woman’s life.

Longer lifespans, higher healthcare costs, lower savings rates, and unexpected life events can undermine a woman’s financial security. I specialize in providing strategic financial advice to women. No matter what your objectives—saving for education, growing a small business, negotiating a divorce, or planning for retirement— I help women build financial plans tailored to their unique situations and aspirations.

I offer personalized, thoughtful financial guidance for women in all stages of life.

My videos

3 videos

The Ameriprise difference

Ask me about tracking your goals online
Having ongoing access to your goals and progress can help you feel confident, connected and always in control of your financial life.

Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

view commentary
 

Personal financial advice from advisors who know you and the markets

When giving the right financial advice, knowing the markets isn’t enough. You have to understand your clients. Our advisors know their clients’ goals, giving personalized advice to help meet today’s challenges without losing sight of tomorrow’s goals. (0:30)