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Our financial advice team


Whitney Streck, Financial Advisor serving the Santa Rosa Beach, FL area - Ameriprise Advisors

Whitney Streck

CRC®, APMA

Financial Advisor

Teal Wealth Management
15
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 9 reviews

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

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Family Finances
  • Retirement Income Strategies
  • Investment Management
  • Women's Financial Strategies
  • Cash Flow Management Strategies
  • Intergenerational Planning
  • Saving for Education
  • Business Retirement Plans
  • Insurance

Qualifications

  • CRC® Certified Retirement Counselor®
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • BS Bachelor of Science, Finance, University of West Florida, Pensacola FL

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.

Interests

I enjoy spending time with my family, traveling, going to the beach, and wine tastings from the comfort of my home!