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Our financial advice team


Kari Hancock, Financial Advisor serving the Vancouver, WA area - Ameriprise Advisors

Kari Hancock

MBA, CFP®, CRPC, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Fulcrum Wealth Management Group
16
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Client Satisfaction 5.0 / 5 rating based on 12 reviews
See disclosures

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Income Strategies
  • Investments
  • Estate Planning Strategies
  • Saving for Education
  • Domestic Partner Planning
  • Retirement Plan Distribution

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Master of Business Administration, Portland State University
  • Bachelor of Science in Psychology, Southern Oregon Unversity

Awards & recognition

  • Fulcrum Wealth Management Group, Forbes Best-in-State Wealth Management Teams, 2024
  • Fulcrum Wealth Management Group, Ameriprise Client Experience Award, 2021-2023

Community participation

Interests

SCUBA Diving - I have a passion for exploring the underwater world by teaching SCUBA diving as an assistant instructor and traveling with my family and friends.

Golf - I really enjoy walking a round of 18 with clients and friends, building relationships while sharing an activity we all enjoy.