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Mark Kamerman, Private Wealth Advisor serving the Simi Valley, CA area - Ameriprise Advisors

Mark Kamerman

JD, RICP®, APMA

Private Wealth Advisor

Franchise Owner
MethodM Wealth

An Ameriprise Private Wealth Advisor

26
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 33 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 Planning Strategies
  • Retirement Income Strategies
  • Family Finances
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Saving for Education
  • Cash Flow Management Strategies
  • Insurance
  • Investments
  • Wealth Preservation Strategies
  • Small Business

Qualifications

  • RICP® Retirement Income Certified Professional®
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Bachelor of Arts University of California, Santa Barbara CA, Mathematical Sciences
  • Juris Doctorate University of La Verne CA, Law

Awards & recognition

  • Ameriprise Circle of Success, 2006, 2008, 2014, 2016 & 2023

Community participation

I am an active member of the local Financial Planning Association. I am also a member of BNI (Business Network International).

Interests

  • I enjoy spending time with my wife and two young children.
  • When time permits, I enjoy playing tennis and working out.
  • I love helping people to develop and achieve their dreams.
  • Outside of College/Law School, I've lived in Simi since '72.