Santo Briganti

PRIVATE WEALTH ADVISOR

CFP®

Ameriprise Financial Advisors, LLC100 Summit Lake Dr, Valhalla, NY 10595

Broker Affiliation: Ameriprise Financial Services, LLC

Languages: English

My Approach

Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.

The Clients I Serve

Pre-Retiree, Retirees or Seniors, Women & Female Leaders

Major Milestones I Specialize In

Early Retirement or Financial Independence, Retirement Planning, Sudden Wealth or Inheritance

Our 7 Steps to Financial Planning

Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.

Summarized from the CFP® Board's Practice Standards. cfp.net

My Process

1:1 financial advice based on your goals and needs. A personalized plan for a diversified portfolio based on your goals and risk tolerance. Regular reviews of your goals, progress and investments. Anytime access to your goals and investments, and digital tools to help you stay on track.

Disclosures

This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.