David Karimian
Private Wealth Advisor at Prime Wealth Management
- Role
- Private Wealth Advisor at Ameriprise Financial Services, LLC
- Location
- Tulsa, OK, US
- LinkedIn followers
- 500 followers
About David Karimian
A private wealth advisory practice of Ameriprise Financial Services, LLCQualifications:CFP® CERTIFIED FINANCIAL PLANNER™ practitionerCRPC® Chartered Retirement Planning Counselor SMAPMA® Accredited Portfolio Management AdvisorSeries 7Series 65Series 63Health, Life, Accident and Variable Annuity License AR Insurance #13••••75, CA #0M12833What you can expect when you work with meMy 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.Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.Areas of Focus:Retirement Planning StrategiesRetirement Income StrategiesWealth Preservation StrategiesInvestment ManagementTax Planning StrategiesEstate Planning StrategiesCharitable GivingExecutive Compensation and Benefit StrategiesBusiness Retirement PlansIntergenerational PlanningSaving for EducationPlease visit for important rules and disclosures about how you and I can interact on social media.
Experience
Private Wealth Advisor
Ameriprise Financial Services, LLC
Sep 2009 — Present · Tulsa, OK, US
Education
University of Oklahoma - Price College of Business
Bachelor of Business Administration (BBA), Business Administration
College for Financial Planning
Certified Financial Planner
2015 — 2015
College for Financial Planning
Chartered Retirement Planning Consultant
2012 — 2012
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