Ameriprise Financial Services, LLC
Financial Advisors
· Waynesboro, VA
Published in partnership with Patricia Koogler - Private Wealth Advisor, Ameriprise Financial Services, LLC
Book online anytime
Patricia Koogler is a Private Wealth Advisor and CPA with Ameriprise Financial Services, holding multiple advanced certifications including CRPC and CLTC. She provides comprehensive financial planning services including investment management, retirement planning, estate planning, long-term care planning, and wealth management for individuals and small business owners in the Waynesboro area. With credentials spanning fiduciary practices, behavioral finance, and specialized planning for life transitions, Koogler offers personalized guidance grounded in both technical expertise and ethical standards.
Best for: High-net-worth individuals, Business owners planning for succession, Pre-retirees and retirees, Families with complex estate planning needs
Service area: Waynesboro, VA and surrounding areas
Extensive Certifications: Patricia holds CPA designation plus 20+ professional certifications including CRPC, CLTC, AIF, AWMA, and AEP—demonstrating specialized expertise across estate planning, fiduciary standards, long-term care, and wealth management.
Comprehensive Services: Beyond investment management, she offers retirement planning, estate planning, long-term care planning, divorce financial analysis, and small business exit planning—providing holistic guidance for complex financial situations.
Fiduciary Commitment: Holds the Accredited Investment Fiduciary (AIF) designation with ongoing ethics training and continuing education requirements, ensuring alignment with clients' best interests.
Book online: Book Online Now →
Phone: (540) 943-7665
Address: 42 Stoneridge Dr Ste 102, Waynesboro, VA 22980 (Get directions)
Website: ameripriseadvisors.com