Elizabeth M Van Dyke - Financial Advisor, Ameriprise Financial Services, LLC

Elizabeth M Van Dyke - Financial Advisor, Ameriprise Financial Services, LLC

Located at 4137 Boardman-Canfield Rd Ste 109, Canfield, OH 44406, United States, Elizabeth M Van Dyke offers a comprehensive suite of financial advisory services under Ameriprise Financial Services, LLC. Specializing in personalized financial planning and asset management, Elizabeth leverages a robust portfolio of certifications to provide expert advice tailored to meet the unique needs of her clients.

### Certifications and Expertise:

Elizabeth M Van Dyke holds numerous prestigious certifications that underscore her extensive knowledge and commitment to ethical practices in financial advising:

1. AAMS™ (Accredited Asset Management Specialist): Focuses on real-world applications of investment concepts, asset allocation, investment strategies, estate planning, and insurance products.

2. ADPA™ (Accredited Domestic Partnership Advisor): Specializes in wealth transfers, federal taxation, retirement planning, and financial and medical end-of-life needs for domestic partners.

3. AEP® (Accredited Estate Planner): Recognized by the National Association of Estate Planners & Councils, this designation involves graduate-level coursework and professional experience in estate planning.

4. AIF® (Accredited Investment Fiduciary): Demonstrates comprehensive knowledge of fiduciary practices, requiring ongoing professional education and adherence to a code of ethics.

5. APMA™ (Accredited Portfolio Management Advisor): Covers client assessment, risk/return, investment objectives, and modern portfolio theory.

6. AWMA℠ (Accredited Wealth Management Advisor): Advanced knowledge in asset management, estate planning, tax and benefits planning, and risk management for high-net-worth clients.

7. Behavioral Financial Advisor: Trains professionals to make better financial decisions through self-awareness, decision-making, and relationship effectiveness.

8. CAP® (Chartered Advisor in Philanthropy): Equips advisors to help clients achieve their philanthropic goals.

9. CAS® (Certified Annuity Specialist): Expertise in fixed-rate and variable annuities.

10. CASL® (Chartered Advisor for Senior Living): In-depth training on retirement and senior planning issues.

11. CDFA® (Certified Divorce Financial Analyst): Specializes in financial issues surrounding divorce.

12. CEP® (Certified Estate Planner): Leaders in the field of estate planning, providing comprehensive support for financial, legal, and tax professionals.

13. CEPA® (Certified Exit Planning Advisor): Trains professionals in exit planning for maximizing company value in mergers and acquisitions.

14. CFA® (Chartered Financial Analyst): Advanced studies in securities analysis, money management, and investment advising.

15. CFP® (Certified Financial Planner): Recognized standard for personal financial planning, covering principles, benefits, investment, tax, retirement, and estate planning.

16. CFS® (Certified Fund Specialist): Advanced studies in mutual funds and modern portfolio theory.

17. ChFC® (Chartered Financial Consultant): Robust credential in financial planning.

18. ChSNC® (Chartered Special Needs Consultant): Expertise in planning for families with special needs children.

19. CIMA® (Certified Investment Management Analyst): Extensive coursework and rigorous exam covering asset allocation, due diligence, risk measurement, investment policy, and performance measurement.

20. CKA® (Certified Kingdom Advisor): Delivers biblically wise financial advice, practice management, and personal and spiritual growth.

21. CLTC® (Certified in Long-Term Care): Focuses on long-term care planning for middle-aged clients.

22. CLU® (Chartered Life Underwriter): Highest designation in life insurance, covering insurance, investments, taxation, employee benefits, estate planning, accounting, management, and economics.

23. CMFA® (Certified Military Financial Advisor): Trained to serve veterans, active duty, Reserve, and National Guard members.

### Services:

Elizabeth M Van Dyke offers a wide range of financial services, including but not limited to:

- Investment Planning: Crafting personalized investment strategies to meet financial goals.

- Retirement Planning: Ensuring a secure and comfortable retirement.

- Estate Planning: Managing and transferring wealth efficiently.

- Tax Planning: Minimizing tax liabilities and optimizing financial outcomes.

- Insurance Solutions: Providing comprehensive insurance products to protect assets.

- Philanthropic Planning: Helping clients achieve their charitable goals.

- Divorce Financial Analysis: Assisting clients through financial complexities of divorce.

- Special Needs Planning: Tailoring solutions for families with special needs.

### Commitment to Excellence:

Elizabeth M Van Dyke is dedicated to providing top-tier financial advisory services, backed by her extensive credentials and commitment to ethical practices. Her comprehensive approach ensures that clients receive personalized, informed, and strategic financial advice to help them achieve their financial aspirations.

For more information or to schedule a consultation, visit Elizabeth M Van Dyke at Ameriprise Financial Services, LLC, located at 4137 Boardman-Canfield Rd Ste 109, Canfield, OH 44406.