Carina Knecht

12012 S 700 E, # 200
Draper UT  84020

Phone: (801) 676-4542

Carina Knecht

Approach:
I understand busy lifestyles and juggling commitments and activities from one day to the next. I know what it's like to be a hard-working and busy professional, which is why I do what I can to make it easier for my clients to work with me. I offer flexibility, personalized service and a comprehensive approach to financial planning. I help my clients plan to accomplish their dreams and goals. With plans in place, they can have more time to enjoy with their families, friends, hobbies or careers, with fewer nagging financial concerns.

Areas of focus:
Retirement Income Strategies
Domestic Partner Planning
Wealth Preservation Strategies
Education Planning
Women's Financial Strategies
Intergenerational Planning
Retirement Planning Strategies

Licensing Infomation:
I am licensed and registered to conduct business in UT, Idaho, Nevada, Arizona, Montana
CA Insurance #0K34143

Meeting with an Ameriprise financial advisor is an important first step. It's an opportunity to get to know an advisor and share your goals and dreams. You're under no obligation; your initial meeting with an Ameriprise financial advisor will be relaxed and informal.

Working together:
Your meeting will include a review of your existing financial situation and potential opportunities, gaps or general strategies. While you won't receive a comprehensive review or financial planning services for which fees are charged, you should expect to get a sense of what it might be like to work together.

Community Involvement:
Community Participation
Being involved with the community has always been a privilege of mine. The community is sometimes local, national or global. In my local community, I serve on the board for Wowutah.org a for purpose charity that gives women a hand up not a handout by creating a support system of mentors for women who are ready to emerge into the community after living through domestic violence, debilitating illness or drug abuse. I am involved with Junior Achievement, an educational program teaching entrepreneurship to young students as well as Odyssey of the Mind a creative engeneering program marrying art and problem solving.

Junior Achievement Classroom Volunteer
Women of Worth Utah Board VP and Volunteer Coordinator
Coach for a local "Odyssey of the Mind" team

Education:

Master of Science, Societal Risk Management, Karlstad University, Sweden
Master of Science, Strategic Leadership for Sustainability, Blekinge Techniska Hogskola, Sweden
Bachelor of Arts, Political Science, Brigham Young University, Provo, Utah

Disclosure:
Ameriprise Financial, Inc. is a broker-dealer and member of FINRA. Comments and "likes" should not be considered representative of client experineces, or indicative of future performance or success. While I appreciate the support of my clients, I cannot accept Recommendations or Endorsements due to Investment Advisers Act of 1940 rules which prohibit me from publishing a testimonial of any kind concerning the investment advice, analysis, reporting or other services I provide. For your privacy, please don't post account or service-related information on this page. Instead, contact me directly.
Please visit www.ameriprise.com/social for more important disclosures and information.

Financial Advisor at Ameriprise Financial Services, Inc.

Show Map Website

Business Information


Parking: Parking Lot

Categories: Bank/Financial Institution, Financial Services

Hours

Mon: 8:00 am - 5:00 pm
Tue: 8:00 am - 5:00 pm
Wed: 8:00 am - 5:00 pm
Thu: 8:00 am - 5:00 pm
Fri: 8:00 am - 5:00 pm



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Past Events

Running A Healthy Business

Running A Healthy Business
11:30 am - 10/17/2017

At Carina Knecht

Plan for the future. How an estate plan helps put you in control

Plan for the future. How an estate plan helps put you in control
07:00 pm - 03/09/2017

At Carina Knecht

During this complimentary seminar, you’ll learn ways to: Care for the people you love, even after you’re gone. Leave behind a lasting, meaningful legacy. Manage...

Strong Business-Powerful Strategies

Strong Business-Powerful Strategies
11:30 am - 02/08/2017

At Carina Knecht

During this complimentary seminar, you'll learn ways to: •Gain control over your financial situation. •Protect the people and things you love the most. •Make...

Dream Dinner; Client and Friends Appreciation Event

Dream Dinner; Client and Friends Appreciation Event
07:00 pm - 01/24/2017

At Carina Knecht

Free but ticketed event with limited space. We will have fun, network and create a take home dinner while enjoying appetizers and dessert. Email carina.knecht@ampf.com...

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