Team profile

The advantages of working together online

As we work together to track and achieve your goals, the secure site on ameriprise.com and Ameriprise app make it easy for us to collaborate, any time from any device. In one secure, convenient online space, you can:

  • Track your goals and progress
  • Connect and share information with us
  • View, store and organize your financial documents
  • Transfer funds, and much more
Register today at ameriprise.com or contact us for help getting started.

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Areas of focus

  • Retirement Income Strategies
  • Investment Management
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Business Retirement Plans
  • Retirement Plan Distribution
  • Women's Financial Strategies
  • Intergenerational Planning
  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Insurance
  • Social Security Retirement Benefits
  • Saving for Education
  • Family Finances
  • Small Business
  • Executive Compensation and Benefit Strategies

Awards & recognition

  • Barbara Vargas, Forbes Best-in-State Women Wealth Advisors, 2023-2024
  • CVA Financial Group, Ameriprise Client Experience Award, 2021-2024
  • Barbara Vargas, Ameriprise Ultimate Digital Excellence Award, 2023
  • Barbara Vargas, Ameriprise Chairman's Award, 2020

Honored to receive recognition

All of us at CVA Financial Group are honored to share we have received the Ameriprise Client Experience Award. This recognition is a testament to the loyalty of our clients, the dedication of the entire CVA Financial Group team and the great experience we work so hard to provide for our clients every day.

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