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Our financial advice team


John Cortale, Private Wealth Advisor serving the Washington, DC area - Ameriprise Advisors

John Cortale

Private Wealth Advisor

Managing Director of
Monumental Financial Planning

An Ameriprise Private Wealth Advisor

22
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

  • Investment Management
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Wealth Preservation Strategies

Education

  • B.S. Accounting, University of Maryland, College Park, MD
  • B.S. Finance, University of Maryland, College Park, MD

Previous experience

  • LPL Financial, 2015-2024

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Community participation

Lunch n' Learn with some of the women at Calvary Women's Services in Feb. 2023
Lunch n' Learn with some of the women at Calvary Women's Services in Feb. 2023

Calvary Women's Services - DC

Interests

John was born and raised in Long Island, New York and currently resides in Bethesda, MD with his wife, Sue and daughter, Chloe. He graduated from the University of Maryland with a dual degree in Finance and Accounting. In 2013, he received the John H. Sykes community service award for his leadership in the community. John is an avid golfer who also enjoys traveling and experiencing different cultures and cuisines. Most importantly, John appreciates spending quality time with his close-knit family and group of friends.