Certified estate planner in Conifer, Colorado
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Amy Suzanne Knapp - Financial Advisor, Ameriprise Financial Services, LLC
Amy Suzanne Knapp is a financial advisor at Ameriprise Financial Services, LLC located at 26267 Conifer Road in Conifer, Colorado, United States. Amy holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Amy is dedicated to providing expert financial advice and planning services to individuals, retirees, small business owners, and high net worth clients. With a focus on asset management, estate planning, retirement planning, and investment strategies, Amy is committed to helping clients achieve their financial goals.
Sara Gardner, CFP - EP Wealth Advisors
Sara Gardner, CFP at EP Wealth Advisors is a leading financial institution located in Conifer, Colorado. With a focus on providing comprehensive financial planning services, Sara Gardner and her team work closely with clients to help them achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Sara Gardner, CFP at EP Wealth Advisors can provide the expertise and guidance you need. Visit their office at 25577 Conifer Road to start planning for a secure financial future today.
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