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Our financial advice team


Shiva Bhashyam, Private Wealth Advisor serving the White Plains, NY area - Ameriprise Advisors

Shiva Bhashyam

MSM, CFP®, AEP®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Bhashyam Wealth Management Associates

An Ameriprise Private Wealth Advisor

12
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Investments
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Family Finances

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • AEP® Accredited Estate Planner®
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • BA Tufts University, 2007
  • MSc London School of Economics, 2010

Awards & recognition

  • Forbes Top Next-Generation Wealth Advisors, 2021
  • Forbes Best-in-State Wealth Advisors, 2019-2020
  • Forbes Best-in-State Next-Generation Wealth Advisors, 2019, 2022, 2024
  • Ameriprise Circle of Success, 2019-2023

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

River Towns Lions Club-The Ardsley, Dobbs Ferry, Irvington and Tarrytown River Towns Lions Club provides important donations to various noteworthy causes, some of which are: Ardsley Police Dept., Safety Programs, Dobbs Ferry and Irvington Police Dept. D.A.R.E. Programs and Tarrytown Volunteer Ambulance Corp.

Arts Westchester-an organization whose mission is to provide leadership, vision, and support to ensure the availability, accessibility, and diversity of the arts in Westchester County.

GOPIO NY Chapter Senior Board of Directors -The initial thrust of GOPIO was fighting human rights violation of people of Indian origin.

Interests

  • Travelling abroad
  • Football, basketball and tennis
  • Automobile enthusiast