Ameriprise Financial Services, LLC
Financial Advisors
· Charlottesville, VA
Published in partnership with Steven J Engel - Private Wealth Advisor, Ameriprise Financial Services, LLC
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Steven J Engel is a CFP-certified Private Wealth Advisor with Ameriprise Financial Services in Charlottesville, VA, specializing in comprehensive financial planning for individuals and families. With extensive credentials including certifications in wealth management, estate planning, investment management, and retirement planning, he provides personalized guidance on asset allocation, investment strategies, tax planning, and estate matters. His approach combines deep technical expertise with behavioral financial counseling to help clients make sound financial decisions aligned with their long-term goals.
Best for: High-net-worth individuals, business owners planning exits, families requiring comprehensive estate planning, retirees optimizing income and assets
Service area: Charlottesville, Virginia and surrounding areas
Extensively Credentialed Professional: Holds CFP certification plus 15+ specialized designations including AEP (Accredited Estate Planner), AWMA (Accredited Wealth Management Advisor), and CIMA (Certified Investment Management Analyst), demonstrating deep expertise across wealth planning disciplines.
Holistic Financial Planning: Addresses comprehensive client needs including retirement planning, estate planning, tax optimization, investment management, risk management, and behavioral financial guidance rather than isolated financial products.
Fiduciary-Focused Approach: Holds AIF (Accredited Investment Fiduciary) designation, committing to fiduciary standards and ethical practices when managing client assets and recommendations.
Book online: Book Online Now →
Phone: (434) 995-5752
Address: 675 Peter Jefferson Pkwy STE 220, Charlottesville, VA 22911 (Get directions)
Website: ameripriseadvisors.com