Octavia M. Serpa, CFP, CLTC

Location :

What are your dreams and goals for retirement? I can help you achieve them with our exclusive Confident Retirement® approach. It all starts with a personalized conversation, where we'll discuss retirement needs - covering essentials, ensuring lifestyle, preparing for the unexpected, and leaving a legacy. By breaking retirement down into doable steps, we can help take the uncertainty out of planning for your financial future.


Areas of Focus:
-Wealth Preservation Strategies
-Women's Financial Strategies
-Investments
-Tax Planning Strategies
-Retirement Planning Strategies
-Small Business
-Insurance
-Estate Planning Strategies

Qualifications:
CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
CLTC Certified Long Term Care
CA Insurance #0C16974

Awards & Recognition:
FIVE STAR Wealth Manager1, 2013, 2014

Education:
Bachelor of Science in Business Adminstration, Stonehill College, North Easton, Massachusetts

Experience:
24 Years of Experience


Working Together:
Meeting with an Ameriprise financial advisor is an important first step. It's an opportunity to get to know an advisor and share your goals and dreams. You're under no obligation; your initial meeting with an Ameriprise financial advisor will be relaxed and informal.

Your meeting will include a review of your existing financial situation and potential opportunities, gaps or general strategies. While you won't receive a comprehensive review or financial planning services for which fees are charged, you should expect to get a sense of what it might be like to work together.

What to expect:
-Professional help in clarifying your financial goals and priorities.
-If you decide to purchase a financial planning service, you will receive sound financial advice at a fair price, tailored to your investment objectives.
-Accurate information about our tailored solutions, including risks, benefits and costs.


What to bring:
-A list of any questions you have regarding your current financial situation.
-Any account statements, budget information or other areas of your financial life that you feel deserve immediate attention.
-A list of future dreams and financial goals you would like to achieve, including both short- and long-term goals.

Ameriprise Platinum Financial Services Advisors are experienced in helping clients achieve their goals. They hold industry recognized financial planning credentials and maintain a high level of client satisfaction. They recognize that as a client’s assets grow, their finances can become more complex and require greater attention and expertise. Ameriprise Platinum Financial Services advisors help clients balance growth and protection through a personalized financial planning approach. Ameriprise Financial provides these advisors prioritized service and a network of expert resources to consult on complex client needs.




Ameriprise Financial Services, Inc. is a broker-dealer and member of FINRA. Comments and "likes" should not be considered representative of client experiences, or indicative of future performance or success. While I appreciate the support of my clients, I cannot accept Recommendations or Endorsements due to Investment Advisers Act of 1940 rules which prohibit me from publishing a testimonial of any kind concerning the investment advice, analysis, reporting or other services I provide. For your privacy, please don’t post account or service-related information on this page. Instead, contact me directly. Please visit www.ameriprise.com/social for more important disclosures and information.

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