Sherry Gustin, Financial Advisor, CERTIFIED FINANCIAL PLANNER™ Practitioner with Soundview Financial Group
A private wealth advisory practice of Ameriprise Financial Services LLC
Hours: 7 a.m. - 4 p.m., M-F
or by appointment
About Ameriprise Financial
For over 125 years, Ameriprise has been committed to putting our clients’ needs first. Ameriprise has more than 2 million individual, business and institutional clients.
Our advisors develop ongoing one-to-one relationships with clients and take time to understand what’s truly important to them and their families. To help clients achieve their financial goals and prepare for the expected and unexpected, we offer personalized financial advice and a range of product solutions, including investments, insurance, annuities and banking. Smart technologies enable clients to track progress toward individual financial goals, as well as see how investments and solutions are performing, at any time, any place, from any device.
At Ameriprise, our focus is to help clients achieve their financial goals and feel confident, connected and in control of their financial life.
I help people reach their financial goals by helping establish obtainable goals and offering appropriate recommendations to help reach those goals.
I have been in this business since 1987, having started at a small regional brokerage firm before moving to IDS Financial Services (now named Ameriprise Financial Services LLC). I became certified as a CFP® in 1990. I enjoy what I do and get great satisfaction seeing clients reach their financial goals.
I moved from the Yakima Valley to Wenatchee in 1974. I raised two children in Wenatchee. My son, Andrew, now lives in the Los Angeles area where he is a project manager for a large construction company. My daughter, Angela, lives in East Wenatchee, where she is a schoolteacher. I have three grandsons and two great-granddaughters. My hobbies include gardening, crochet, reading, and keeping up with a growing family.