Nathan Roman - Private Wealth Advisor, Ameriprise Financial Services, LLC

Located in Canfield, Ohio, Nathan Roman serves as a Private Wealth Advisor at Ameriprise Financial Services, LLC. With a wealth of certifications and specialized expertise, Nathan Roman offers comprehensive financial planning and wealth management services tailored to the unique needs of individuals, retirees, small business owners, and families.

Certifications and Expertise:

1. AAMS™ (Accredited Asset Management Specialist™):

- Adheres to a strict code of ethics.

- Proficient in asset allocation, investment strategies, estate planning, and insurance products.

2. ADPA™ (Accredited Domestic Partnership Advisor™):

- Specialized in wealth transfers, federal taxation, retirement planning, and end-of-life financial and medical needs for domestic partners.

3. AEP® (Accredited Estate Planner®):

- Graduate-level knowledge in estate planning, awarded by the National Association of Estate Planners & Councils.

4. AIF® (Accredited Investment Fiduciary®):

- Expertise in fiduciary practices, with ongoing professional education and ethics adherence.

5. APMA™ (Accredited Portfolio Management Advisor™):

- Skilled in client assessment, risk/return analysis, and portfolio management.

6. AWMA℠ (Accredited Wealth Management Advisor℠):

- Advanced knowledge in asset management, estate planning, tax planning, and risk management.

7. Behavioral Financial Advisor:

- Trained to help clients make better financial decisions through self-awareness and effective decision-making strategies.

8. CAP® (Chartered Advisor in Philanthropy®):

- Equipped to assist clients in achieving philanthropic goals for themselves, their families, and society.

9. CAS® (Certified Annuity Specialist®):

- Expertise in fixed-rate and variable annuities.

10. CASL® (Chartered Advisor for Senior Living®):

- In-depth training on retirement planning and issues impacting seniors.

11. CDFA® (Certified Divorce Financial Analyst):

- Specializes in addressing financial issues surrounding divorce.

12. CEP® (Certified Estate Planner™):

- Leading expert in comprehensive estate planning.

13. CEPA® (Certified Exit Planning Advisor®):

- Trained in preparing entrepreneurs for business exits to maximize enterprise value.

14. CFA® (Chartered Financial Analyst®):

- Extensive knowledge in securities analysis, money management, and investment advisory.

15. CFP® (CERTIFIED FINANCIAL PLANNER™):

- Recognized standard in personal financial planning with expertise in investment, tax, retirement, and estate planning.

16. CFS® (Certified Fund Specialist):

- Advanced studies in mutual funds and portfolio construction.

17. ChFC® (Chartered Financial Consultant®):

- Robust credential for financial planning professionals.

18. ChSNC® (Chartered Special Needs Consultant):

- Specializes in financial planning for families with special needs children.

19. CIMA® (Certified Investment Management Analyst®):

- Expertise in asset allocation, due diligence, risk measurement, and investment policy.

20. CKA® (Certified Kingdom Advisor®):

- Provides biblically wise financial advice and personal and spiritual growth.

21. CLTC® (Certified in Long-Term Care):

- Focused on long-term care planning for middle-age clients.

22. CLU® (Chartered Life Underwriter®):

- Highest level designation in life insurance, with advanced knowledge in insurance, investments, and estate planning.

23. CMFA® (Certified Military Financial Advisor®):

- Trained to serve veterans, active duty, Reserve, and National Guard members.

With these extensive credentials, Nathan Roman is well-equipped to guide clients through complex financial landscapes, offering personalized solutions that address each client's unique financial goals and challenges. Whether you need assistance with investment strategies, retirement planning, estate planning, or specialized financial needs, Nathan Roman at Ameriprise Financial Services, LLC is your trusted advisor in Canfield, Ohio.