Karen O’Rourke Receives Certified Financial Planner Certification

Bedford NH

17 May, 2022

3:59 PM

Description

Bedford, NH – May, 2022 – Karen O’Rourke CFP®, CRPC®, APMA® a financial advisor with Rise Private Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC, recently obtained the CERTIFIED FINANCIAL PLANNERTM certification. O’Rourke successfully completed the rigorous requirements that include course work and a series of examinations covering financial planning, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. Individuals with the CFP® certification agree to meet ongoing continuing education requirements and uphold the Code of Ethics and Standards of Professional Conduct developed by the Certified Financial Planning Board of Standards, Inc. Ameriprise Financial is a longstanding leader in financial planning and advice. O’Rourke graduated from Tufts University with a degree in Economics. She has 22 years of experience in the financial services industry. As a financial advisor, Karen and her team provide financial advice that is anchored in a solid understanding of client needs and expectations and provided in one-on-one relationships with their clients, bringing confidence, simplicity, and success. For more information, please contact Karen O’Rourke at 603.606.4255 or visit the RPWM Ameriprise office at 262 South River Road, Suite 201, Bedford, NH, 03110. About Ameriprise Financial At Ameriprise Financial, we have been helping people feel confident about their financial future for more than 125 years. With extensive advisory, asset management and insurance capabilities and a nationwide network of approximately 10,000 financial advisors, we have the strength and expertise to serve the full range of individual and institutional investors' financial needs. For more information, visit ameriprise.com or Karen O'Rourke, Financial Advisor in Bedford, NH (ameripriseadvisors.com) Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Ameriprise Financial Services, LLC. Member FINRA and SIPC. © 2022 Ameriprise Financial, Inc. All rights reserved.