Donald Frenz - Financial Advisor, Ameriprise Financial Services, LLC

Business Description for Donald Frenz - Financial Advisor, Ameriprise Financial Services, LLC

Located at 425 S Main St, Washington, PA 15301, Donald Frenz operates as a dedicated financial advisor under Ameriprise Financial Services, LLC. With a focus on providing tailored financial guidance, Donald brings a wealth of expertise to individuals and business owners in the community. His qualifications and certifications reflect his commitment to excellence and comprehensive knowledge in various aspects of financial planning and asset management.

Certifications and Specializations:

- AAMS™ (Accredited Asset Management Specialist™): Donald adheres to a strict code of ethics and has completed coursework that applies investment concepts to real-world scenarios, such as asset allocation, investment strategies, estate planning, and insurance products.

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

- AEP® (Accredited Estate Planner®): Awarded by the National Association of Estate Planners & Councils, this certification underscores his proficiency in estate planning, having completed two graduate-level courses and meeting specific professional requirements.

- AIF® (Accredited Investment Fiduciary®): Donald has demonstrated comprehensive knowledge of fiduciary practices, completing required training and continuing education to uphold a code of ethics.

- APMA™ (Accredited Portfolio Management Advisor™): This designation signifies his ability to manage client assessment, risk/return analysis, investment objectives, and portfolio management, including modern portfolio theory and investor psychology.

- AWMA℠ (Accredited Wealth Management Advisor℠): Donald has advanced knowledge in asset management, allocation, investment strategies, and risk management, particularly for high net worth clients, retirees, and small business owners.

- BFA™ (Behavioral Financial Advisor™): He is trained to help clients make better financial decisions through enhanced self-awareness, decision-making skills, and relationship management.

- CAP® (Chartered Advisor in Philanthropy®): This certification equips him with the tools to help clients articulate and advance their philanthropic goals.

- CAS® (Certified Annuity Specialist®): Donald provides expert advice on fixed-rate and variable annuities, offering clients valuable investment opportunities.

- CASL® (Chartered Advisor for Senior Living®): This credential provides in-depth training on issues impacting seniors and retirement planning.

- CDFA® (Certified Divorce Financial Analyst®): Specializing in financial issues surrounding divorce, Donald assists clients in navigating complex financial landscapes during this challenging time.

- CEP® (Certified Estate Planner™): Leading in estate planning education, Donald supports financial, legal, and tax professionals in this comprehensive field.

- CEPA® (Certified Exit Planning Advisor®): Trained in exit planning, he helps entrepreneurs prepare for the sale or transition of their business to maximize value.

- CFA® (Chartered Financial Analyst®): With a graduate-level curriculum, this designation highlights his expertise in securities analysis, money management, and investment advising.

- CFP® (CERTIFIED FINANCIAL PLANNER™): Recognized for personal financial planning excellence, Donald meets rigorous experience, ethics, and educational requirements.

- CFS® (Certified Fund Specialist®): Advanced studies in mutual funds enable him to construct efficient portfolios using modern portfolio theory.

- ChFC® (Chartered Financial Consultant®): A robust credential for financial planning professionals, indicating comprehensive experience and ethics adherence.

- ChSNC® (Chartered Special Needs Consultant®): This rigorous program prepares him to assist families with children who have special needs.

- CIMA® (Certified Investment Management Analyst®): Recognizing in-depth management capabilities through extensive coursework and examination.

- CKA® (Certified Kingdom Advisor®): Offers biblically wise financial advice, enhancing personal and spiritual growth.

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

- CLU® (Chartered Life Underwriter®): The highest designation in life insurance, covering retirement planning, investments, estate planning, and more.

- CMFA® (Certified Military Financial Advisor®): Trained to serve veterans and active-duty military personnel with specialized financial advice.

Donald Frenz is committed to providing comprehensive financial planning services, helping clients achieve their financial goals through personalized strategies and expert advice. Whether you are planning for retirement, managing investments, or navigating complex financial situations, Donald is equipped with the knowledge and skills to guide you every step of the way.