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

About the Business:

Nathan Roman is a seasoned Private Wealth Advisor affiliated with Ameriprise Financial Services, LLC, located in Sewickley, PA. With a comprehensive suite of certifications and designations, Nathan Roman offers expert financial advisory services tailored to meet the diverse needs of his clients, ranging from asset management and estate planning to retirement strategies and investment opportunities.

Certifications and Expertise:

1. AAMS™ - Accredited Asset Management Specialist™

- Focuses on asset allocation, investment strategies, estate planning, and risk management.

- Requires adherence to a code of ethics and passing a rigorous certification exam.

2. ADPA™ - Accredited Domestic Partnership Advisor™

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

3. AEP® - Accredited Estate Planner®

- Awarded by the National Association of Estate Planners & Councils.

- Requires completion of graduate-level courses and professional practice as an attorney, CPA, trust officer, or similar roles.

4. AIF® - Accredited Investment Fiduciary®

- Demonstrates comprehensive knowledge of fiduciary practices.

- Requires ongoing professional education and adherence to a code of ethics.

5. APMA™ - Accredited Portfolio Management Advisor™

- Covers client assessment, risk/return analysis, investment objectives, and modern portfolio theory.

6. AWMA℠ - Accredited Wealth Management Advisor℠

- Advanced knowledge in asset management, investment strategies for retirees and small business owners, estate planning, and high net worth client issues.

7. Behavioral Financial Advisor

- Trains financial professionals in effective decision-making, self-management, and relationship effectiveness.

8. CAP® - Chartered Advisor in Philanthropy®

- Provides tools for clients to advance 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 issues impacting seniors and retirement planning.

11. CDFA® - Certified Divorce Financial Analyst®

- Specializes in financial issues surrounding divorce.

12. CEP® - Certified Estate Planner™

- Focuses on the comprehensive field of estate planning.

13. CEPA® - Certified Exit Planning Advisor®

- Trains advisors in exit planning for entrepreneurs.

14. CFA® - Chartered Financial Analyst®

- Covers a broad range of investment topics and is recognized globally.

15. CFP® - CERTIFIED FINANCIAL PLANNER™

- Standard of excellence for personal financial 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 planning for families with special needs.

19. CIMA® - Certified Investment Management Analyst®

- In-depth management capabilities and rigorous certification.

20. CKA® - Certified Kingdom Advisor®

- Focuses on biblically wise financial advice and personal growth.

21. CLTC® - Certified in Long-Term Care

- Specializes in long-term care planning.

22. CLU® - Chartered Life Underwriter®

- Highest designation in life insurance, covering retirement planning, investments, and estate planning.

23. CFMA® - Certified Military Financial Advisor®

- Trained to serve veterans and military personnel.

Nathan Roman's extensive qualifications underscore his commitment to providing exceptional financial guidance and personalized strategies tailored to each client's unique needs. Whether you are planning for retirement, managing wealth, or navigating complex financial situations, Nathan Roman offers the expertise and dedication required to help you achieve your financial goals.