Our financial advice team

Tanveer Khabra, Financial Advisor serving the Mercer Island, WA area - Ameriprise Advisors

Tanveer Khabra

Financial Advisor

Heritage Wealth Advisors
10
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
EMAIL
PHONE
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Tax Planning Strategies
  • Charitable Giving
  • Estate Planning Strategies
  • Saving for Education
  • Investments
  • Retirement Income Strategies
  • Domestic Partner Planning
  • Executive Compensation and Benefit Strategies
  • Small Business
  • Wealth Preservation Strategies

Education

  • Western Washington University, B.A. Business & Finance

Awards & recognition

  • Heritage Wealth Advisors, Barron’s Top 100 Private Wealth Management Teams, 2021-2022
  • Heritage Wealth Advisors, Washington's Most Equitable Workplaces, #1 in 2020
  • Heritage Wealth Advisors, Washington's Most Equitable Workplaces, #2 in 2019

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.

Interests

A few things that I love -

  • Traveling with my wife and picking a few new places to see each year
  • Cooking new recipes and trying different wine pairings
  • Playing lots of golf-I recently joined a tournament to play more courses around Washington
  • Coaching-leading our team to purpose every day and delivering on our mission to clients

My photos

1 albums
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