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

Nathan Roman is a dedicated Private Wealth Advisor affiliated with Ameriprise Financial Services, LLC, located in Cleveland, Ohio. With a deep commitment to providing comprehensive financial planning and wealth management services, Nathan Roman brings a wealth of knowledge and a broad spectrum of certifications to cater to the unique needs of his clients.

Certifications and Expertise:

1. AAMS™ (Accredited Asset Management Specialist™):

- Focuses on asset allocation, investment strategies, estate planning, and insurance products.

- Requires adherence to a strict code of ethics and successful completion of rigorous coursework and examination.

2. ADPA™ (Accredited Domestic Partnership Advisor™):

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

- Involves a comprehensive course of study and examination.

3. AEP® (Accredited Estate Planner®):

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

- Requires completion of graduate-level courses and specific professional practice in estate planning.

4. AIF® (Accredited Investment Fiduciary®):

- Demonstrates comprehensive knowledge of fiduciary practices.

- Requires continuous 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℠):

- Focuses on asset management for high net worth clients, including retirement and estate planning, tax and benefits planning, and risk management.

7. Behavioral Financial Advisor Certification:

- Enhances competencies for better financial decision-making processes.

8. CAP® (Chartered Advisor in Philanthropy®):

- Equips advisors with tools to help clients achieve philanthropic goals.

9. CAS® (Chartered Annuity Specialist):

- Expertise in fixed-rate and variable annuities.

10. CASL® (Chartered Advisor for Senior Living):

- Provides in-depth training on retirement and senior living planning.

11. CDFA™ (Certified Divorce Financial Analyst):

- Specializes in financial issues related to divorce.

12. CEP® (Certified Estate Planner):

- Focuses on comprehensive estate planning.

13. CEPA® (Certified Exit Planning Advisor®):

- Trains advisors in preparing entrepreneurs for business exit strategies.

14. CFA® (Chartered Financial Analyst®):

- Covers a broad range of investment topics through a rigorous graduate-level program.

15. CFP® (CERTIFIED FINANCIAL PLANNER™):

- Recognized standard of excellence in 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):

- Manages financial planning for families with special needs children.

19. CIMA® (Certified Investment Management Analyst®):

- In-depth management capabilities with extensive coursework and examination.

20. CKA® (Certified Kingdom Advisor®):

- Growth in biblically wise financial advice and personal/spiritual growth.

21. CLTC® (Certified in Long-Term Care):

- Focus on long-term care planning for middle-age clients.

22. CLU® (Chartered Life Underwriter):

- Advanced courses in insurance, investments, taxation, and estate planning.

23. CFMA® (Certified Military Financial Advisor®):

- Training to serve veterans and military personnel.

Commitment to Clients:

Nathan Roman's extensive certifications and dedication to continuing education ensure that he is well-equipped to provide expert advice and tailored financial strategies. Whether you are planning for retirement, managing wealth, navigating estate planning, or seeking specialized financial advice, Nathan Roman offers a comprehensive and personalized approach to meet your financial goals.