James Lehman
Financial Advisor @Ameriprise Financial Services, LLC
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WORK HISTORY
Financial Advisor @Ameriprise Financial Services, LLC
EDUCATION
College for Financial Planning
CERTIFIED FINANCIAL PLANNER™, CERTIFIED FINANCIAL PLANNER™ certification, CFP®
College for Financial Planning
Chartered Retirement Planning Counselor, CRPC®
College for Financial Planning
Accredited Portfolio Management Advisor, APMA®
Institute for Business and Finance
Certified Funds Specialist, CFS®
Penn State Smeal College of Business
Bachelor of Science (B.S.), Finance
ABOUT JAMES LEHMAN
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.A personalized plan for a diversified portfolio based on your goals and risk tolerance.Regular reviews of your goals, progress and investments.Anytime access to your goals and investments, and digital tools to help you stay on track.Feel confident about your financial future.Areas of Focus:•Retirement Planning Strategies•Investment Management•Tax Planning Strategies•Charitable Giving•Estate Planning Strategies•Executive Compensation and Benefit Strategies•Saving for Education•Insurance•Wealth Preservation StrategiesFor additional information please take a moment to visit my website found under contact information.
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