(703) 226-0002 lisa.m.barbieri@ampf.com
I work with my clients to design a personal financial plan based on their life goals. This strategy focuses on helping them become more confident about managing their financial objectives. It is designed to provide solutions to both your everyday and long-term financial questions, and is personalized to meet the needs of high net worth individuals and small business owners. We continually monitor progress toward your financial goals and update your plan based on changes in market conditions and your individual situation. I can also provide special benefits and services available to our best clients through a service I offer called Ameriprise Gold Advantage program.
Our mission is to deliver financial solutions through a tailored approach and a genuine interest in our clients' evolving needs. We help our clients achieve confidence.
More people come to Ameriprise for financial planning than any other company.1
An Ameriprise-associated financial advisor franchise
I am licensed and registered to conduct business in VA. Based on licenses and registrations I hold, I may also conduct certain business in DC, FL, GA, MD, MN, NY, SC, NH. Areas of Focus
Investment Advice
Income Tax Planning Strategies
Retirement Planning Strategies
Small Business
Protection and Insurance
Estate Planning Strategies
Charitable Giving
Family Planning/Family Changes
Saving for Education
Asset Allocation
Employee Stock Options
General Financial Planning Professional Associations
Financial Planning Association Qualifications
President's Recognition Award, 2005
Awards of Excellence, 2005
Million Dollar Round Table, 2005
Advanced Advisor Group, 2005
Circle of Success, 2005
President's Recognition Award, 2006
Awards of Excellence, 2006
Advanced Advisor Group, 2006
Circle of Success, 2006
Million Dollar Round Table, 2006
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