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

Victoria Whelan is an esteemed Associate Financial Advisor affiliated with Ameriprise Financial Services, LLC. Located in the heart of New Wilmington, PA, Victoria offers a comprehensive suite of financial advisory services designed to address the unique needs of individuals and small business owners. Her expertise spans a wide range of financial planning and investment strategies, backed by several prestigious certifications and designations.Certifications and Expertise:1. Accredited Asset Management Specialist℠ (AAMS™):

- Victoria adheres to a strict code of ethics and has successfully completed coursework focused on applying investment concepts to real-world scenarios, including asset allocation, estate planning, and insurance products.2. Accredited Domestic Partnership Advisor™ (ADPA™):

- Specializes in wealth transfers, federal taxation, retirement planning, and end-of-life financial needs for domestic partners. Victoria has passed a rigorous examination that evaluates her ability to synthesize complex financial concepts.3. Accredited Estate Planner® (AEP®):

- Awarded by the National Association of Estate Planners & Councils, this designation signifies advanced knowledge in estate planning, meeting specific professional requirements.4. Accredited Investment Fiduciary® (AIF®):

- Demonstrates a comprehensive understanding of fiduciary practices, requiring ongoing professional education and adherence to a code of ethics.5. Accredited Portfolio Management Advisor™ (APMA™):

- Completed coursework encompassing client assessment, risk/return analysis, investment objectives, and modern portfolio theory.6. Accredited Wealth Management Advisor℠ (AWMA℠):

- Advanced knowledge in asset management, investment performance, estate planning, and risk management for high-net-worth clients.7. Behavioral Financial Advisor™ (BFA™):

- Trained in competencies necessary to improve decision-making processes for both clients and financial professionals.8. Chartered Advisor in Philanthropy® (CAP®):

- Provides tools to help clients articulate and advance their philanthropic goals.9. Certified Annuity Specialist® (CAS®):

- Expertise in fixed-rate and variable annuities, offering clients specialized advice on annuity investments.10. Chartered Advisor for Senior Living® (CASL®):

- In-depth training on issues impacting seniors and those planning for retirement.11. Certified Divorce Financial Analyst® (CDFA®):

- Specializes in the financial aspects surrounding divorce.12. Certified Estate Planner™ (CEP®):

- Leaders in estate planning education and support for financial, legal, and tax professionals.13. Certified Exit Planning Advisor® (CEPA®):

- Trained in preparing entrepreneurs for exiting their businesses to maximize enterprise value.14. Chartered Financial Analyst® (CFA®):

- Completed a rigorous graduate-level curriculum and examination program in investment management.15. CERTIFIED FINANCIAL PLANNER™ (CFP®):

- Recognized standard of excellence in personal financial planning, requiring comprehensive coursework and examinations.16. Certified Fund Specialist® (CFS®):

- Advanced studies in mutual funds and portfolio construction.17. Chartered Financial Consultant® (ChFC®):

- One of the most respected credentials in financial planning, requiring extensive experience and ethics adherence.18. Chartered Special Needs Consultant® (ChSNC®):

- Focused on managing the financial complexities of planning for families with special needs children.19. Certified Investment Management Analyst® (CIMA®):

- Extensive coursework and examination in asset allocation, risk measurement, and investment policy.20. Certified Kingdom Advisor® (CKA®):

- Provides biblically wise financial advice and personal growth.21. Certified in Long-Term Care (CLTC):

- Focused on long-term care planning, providing critical tools for middle-age clients.22. Chartered Life Underwriter® (CLU®):

- Highest level designation in life insurance, covering advanced topics in insurance, taxation, and estate planning.23. Certified Military Financial Advisor® (CMFA®):

- Specialized training to serve veterans and active-duty military personnel.Conclusion:

Victoria Whelan's extensive credentials and dedication to her clients make her a trusted advisor in the financial services industry. Whether you need assistance with investment strategies, retirement planning, or estate management, Victoria is equipped with the knowledge and experience to guide you through your financial journey. Visit her at Ameriprise Financial Services, LLC in New Wilmington, PA, to start achieving your financial goals today.