Leon A Roat - Private Wealth Advisor, Ameriprise Financial Services, LLC 1 South Almaden Boulevard, San Jose, CA 95113
About the Business
Leon A Roat - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1 South Almaden Boulevard in San Jose, California, United States. The institution offers a range of services and certifications for wealth management and financial planning. Some of the certifications available include AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover various aspects of financial planning, wealth management, retirement planning, estate planning, and more. The institution aims to provide clients with expert advice and guidance in navigating the complexities of financial planning.
Photos
Location & Phone number
1 S Almaden Blvd Ste 810, San Jose, CA 95113, United States
Hours open
Monday:
9:00 AM - 6:00 PM
Tuesday:
9:00 AM - 6:00 PM
Wednesday:
9:00 AM - 6:00 PM
Thursday:
9:00 AM - 6:00 PM
Friday:
9:00 AM - 12:00 PM
Saturday:
Closed
Sunday:
Closed
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- Financial Advisor
- Audit & Consulting
- Ameriprise Financial Services
- Asset Protection
- Behavioral Financial Advisor
- Capital Preservation
- Certified Financial Planner
- Charitable Giving
- Divorce Financial Analyst
- Estate Planning
- Estate Planning Specialist
- Estate Tax Planning
- Exit Planning Advisor
- Family Office Services
- Financial Advisor
- Financial Goal Setting
- Financial Planning
- Financial Risk Reduction
- Inheritance Planning
- Insurance Solutions
- Investment Management
- Investment Portfolio Management
- Legacy Planning
- Long-Term Care
- Long-Term Investment
- Philanthropic Planning
- Private Wealth Advisor
- Retirement Income Planning
- Retirement Planning
- Risk Management
- Special Needs Consultant
- Succession Planning
- Tax Optimization
- Tax Planning Strategies
- Wealth Management
- Wealth Management Strategist
- Wealth Transfer Planning
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