Lisa Brooks - Financial Advisor, Ameriprise Financial Services, LLC

Lisa Brooks, a dedicated financial advisor at Ameriprise Financial Services, LLC, is committed to providing personalized financial guidance to help individuals and families achieve their financial goals. Located in Sewickley, PA, Lisa leverages a wealth of knowledge and a broad array of industry certifications to deliver comprehensive financial planning and asset management services.

Certifications and Expertise:

1. Accredited Asset Management Specialist (AAMS™):

- Abides by a stringent code of ethics.

- Expertise in asset management, investment strategies, estate planning, and insurance products.

- Focus on real-world application of investment concepts.

2. Accredited Domestic Partnership Advisor (ADPA™):

- Specializes in wealth transfers, federal taxation, and retirement planning.

- Proficient in financial and medical end-of-life planning for domestic partners.

3. Accredited Estate Planner (AEP®):

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

- Expertise in estate planning, meeting specific professional and educational requirements.

4. Accredited Investment Fiduciary (AIF®):

- Comprehensive knowledge of fiduciary practices.

- Commitment to ethics and ongoing professional education.

5. Accredited Portfolio Management Advisor (APMA™):

- Proficient in client assessment, risk/return analysis, and modern portfolio theory.

6. Accredited Wealth Management Advisor (AWMA℠):

- Advanced knowledge in asset management, estate planning, and investment strategies for high-net-worth clients.

7. Behavioral Financial Advisor Certification:

- Trained in effective decision-making and relationship management.

8. Chartered Advisor in Philanthropy (CAP®):

- Helps clients articulate and advance their philanthropic goals.

9. Certified Annuity Specialist (CAS®):

- Expertise in fixed-rate and variable annuities.

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

- Specialized training on issues impacting seniors and retirement planning.

11. Certified Divorce Financial Analyst (CDFA®):

- Specializes in financial issues surrounding divorce.

12. Certified Estate Planner (CEP®):

- Leads in education and support for comprehensive estate planning.

13. Certified Exit Planning Advisor (CEPA®):

- Trained in maximizing enterprise value for business owners planning to exit.

14. Chartered Financial Analyst (CFA®):

- Advanced knowledge in securities analysis and investment management.

15. Certified Financial Planner (CFP®):

- Recognized standard of excellence in personal financial planning.

16. Certified Fund Specialist (CFS®):

- Advanced studies in mutual funds and portfolio construction.

17. Chartered Financial Consultant (ChFC®):

- Robust credential for financial planning professionals.

18. Chartered Special Needs Consultant (ChSNC®):

- Expertise in planning for families with special needs children.

19. Certified Investment Management Analyst (CIMA®):

- In-depth management capabilities and rigorous certification.

20. Certified Kingdom Advisor (CKA®):

- Focuses on biblically wise financial advice and personal growth.

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

- Specialized in long-term care planning.

22. Chartered Life Underwriter (CLU®):

- Highest designation in life insurance profession with comprehensive financial planning focus.

23. Certified Military Financial Advisor (CMFA®):

- Trained to serve veterans, active duty, and military families.

With such an extensive array of certifications and a deep commitment to ethical and personalized financial planning, Lisa Brooks is well-equipped to provide expert guidance tailored to the unique needs of her clients. Whether you are planning for retirement, managing investments, or navigating complex financial situations, Lisa’s expertise and dedication make her a trusted partner in achieving financial success.