Brian Wilverding
Associate Manager | Managing Director, OWL Wealth Management, a Private Wealth Advisory Practice of Ameriprise Financial Services, LLC.
- Role
- Private Wealth Advisor Managing Director Associate Manager at Ameriprise Financial Services, LLC
- Location
- San Diego, CA, US
- LinkedIn followers
- 500 followers
About Brian Wilverding
Areas of Focus: Retirement Planning Strategies Saving for EducationCash Flow ManagementInvestmentsInsuranceDomestic Partner Planning
Experience
Private Wealth Advisor Managing Director Associate Manager
Ameriprise Financial Services, LLC
Sep 2004 — Present
I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. I take the time to understand what’s truly important to you. Together, we document your goals, track your progress and make ongoing recommendations to help you diversify your portfolio, and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and always in control of your financial life. CA Insurance #0E46472
Education
College for Financial Planning
CRPC, Chartered Retirement Planning Counselor
2006 — 2006
College for Financial Planning
MS, Personal Financial Planning
2014 — 2015
Questrom School of Business, Boston University
BSBA, Finance & Operations Management
2000 — 2004
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