Victoria Whelan - Associate Financial Advisor, Ameriprise Financial Services, LLC 313 North Market Street, New Wilmington, PA 16142

Victoria Whelan - Associate Financial Advisor, Ameriprise Financial Services, LLC

Located at 313 N Market St, New Wilmington, PA 16142, Victoria Whelan serves as an Associate Financial Advisor at Ameriprise Financial Services, LLC. Specializing in a wide range of financial services, Victoria is dedicated to helping clients achieve their financial goals through personalized financial planning and investment strategies.

Victoria Whelan holds several prestigious certifications that underscore her expertise and commitment to providing high-quality financial advice:

1. AAMS™ (Accredited Asset Management Specialist): This certification involves rigorous coursework and a code of ethics, focusing on asset allocation, investment strategies, estate planning, and more.

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

3. AEP® (Accredited Estate Planner): Awarded by the National Association of Estate Planners & Councils, this designation requires advanced coursework and professional practice in estate planning.

4. AIF® (Accredited Investment Fiduciary): Demonstrates comprehensive knowledge of fiduciary practices with ongoing training and ethical standards.

5. APMA™ (Accredited Portfolio Management Advisor): Covers client assessment, risk/return analysis, bond and equity portfolios, and investor psychology.

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

7. Behavioral Financial Advisor: Trains professionals to help clients make better financial decisions through self-awareness and effective decision-making.

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

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

10. CASL® (Chartered Advisor for Senior Living): Focuses on issues impacting seniors and retirement planning.

11. Certified Divorce Financial Analyst: Specializes in financial issues surrounding divorce.

12. Certified Estate Planner™: Leads in education and support for financial, legal, and tax professionals in estate planning.

13. Certified Exit Planning Advisor®: Trains professionals in exit planning to maximize enterprise value in mergers and acquisitions.

14. CFA® (Chartered Financial Analyst): A graduate-level curriculum covering a broad range of investment topics.

15. CFP® (CERTIFIED FINANCIAL PLANNER™): Recognized standard of excellence in personal financial planning.

16. 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): Helps manage planning for families with special needs.

19. CIMA® (Certified Investment Management Analyst): Identifies professionals with in-depth management capabilities.

20. Certified Kingdom Advisor®: Offers biblically wise financial advice and personal growth.

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

22. CLU® (Chartered Life Underwriter): Highest designation in the life insurance profession.

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

Victoria Whelan's extensive qualifications and dedication to her clients make her a trusted advisor in the financial services industry. Whether you are planning for retirement, managing investments, or looking for specialized financial advice, Victoria is equipped to help you navigate the complexities of your financial journey.