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Jeffrey Church, Private Wealth Advisor serving the Bellevue, WA area - Ameriprise Advisors

Jeffrey Church

CRPC, APMA

Private Wealth Advisor

Chartered Retirement Planning Counselor™
AGP Wealth Advisors

An Ameriprise Private Wealth Advisor

18
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

  • Tax Planning Strategies
  • Retirement Income Strategies
  • Investment Management
  • Cash Flow Management Strategies
  • Insurance
  • Saving for Education

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • B.S. Business Management, Brigham Young University - Idaho 2006

Awards & recognition

  • AGP Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2023-2024
  • AGP Wealth Advisors, Barron’s Top 250 Private Wealth Management Teams, 2024

Community participation

  • Boy Scouts of America
  • National Day of Service

Interests

    Jeff is married to his wife, Lauren. They have 3 children Lorelai (Rory), Cora and Lachan. Jeff is a life long resident of Seattle's east side. Jeff enjoys cooking and spending time with family and friends, as well as being in the outdoors hiking, biking, fishing and camping.