Marie  Accunzo,  CFP<sup>&reg;</sup> - Financial Advisor

Marie Accunzo, CFP®

Financial Advisor

Ameriprise Financial Service, Inc.

628 San Dieguito Dr
Encinitas, CA 92024
(760) 607-0284

General

Marie Accunzo is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Ameriprise Financial Service, Inc. in Encinitas, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - MBA

Insurance Licenses

  • Life insurance: CA,AZ,FL,HI,LA,PA,TX
  • Health/disability insurance: CA,AZ,FL,HI,LA,PA,TX
  • Fixed annuities: CA,AZ,FL,HI,LA,PA,TX
  • Variable annuities: CA,AZ,FL,HI,LA,PA,TX

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Career Change, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Insurance, Retirement, Sudden Wealth, Women's Finances

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Helpful Financial Planning Resources