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Opportunity & Value

Faith-Based Financial Planning & Advice

A perspective of stewardship

Your Christian values are important — whether you want to help your clients provide for their loved ones, support the causes they care about, or help save for their future. Ameriprise offers Christian advisors the right tools to support the perspective of stewardship.

We offer faith-based investing — a philosophy of investing motivated and informed by faith convictions. Christian Franchise Advisor Network (CFAN) is an internal Ameriprise Financial network whose mission is to equip advisors to serve clients from a Christian worldview, as expressed in the following principles:

  • A perspective of stewardship — we are responsible for how well we manage the resources given to us.
  • Prioritize by our values and beliefs — honor our Christian beliefs by the way we invest.
  • Minimize the use of debt — consumer debt can be dangerous and should be used with caution.
  • Give generously — we believe that we should give generously from what we have been given.
  • Set goals — we are to identify and go about accomplishing short- and long-term goals.
  • Work and retirement — make the most of the resources entrusted to us.
  • Be content — we are to always be thankful and count our blessings.
  • Plan for the unexpected and wealth transfer — we are to provide for our families and prepare the next generation.
  • Seek wise counsel — plans fail for lack of wise counsel.
Ameriprise Financial provides financial services without regard to religious affiliation or cultural background.
The views of employee and franchise networks are not necessarily the views of Ameriprise Financial.  
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Ameriprise Financial is not affiliated with any religion or faith-based financial advisor organization.

Hear from Ameriprise advisors

  • “At Ameriprise, there are many opportunities to get involved in your faith. The conversations we are having are filled with openly sharing values and learning each other’s story. We connect advisors to events across the nation to help them gain encouragement, find mentorship or even help in their succession planning.”

    Marc Hall, CKA®, RICP®, APMA™, BFA™

    Financial Advisor

    CFAN President

    Joined from Wells Fargo Advisors

     

    “At Ameriprise, there are many opportunities to get involved in your faith. The conversations we are having are filled with openly sharing values and learning each other’s story. We connect advisors to events across the nation to help them gain encouragement, find mentorship or even help in their succession planning.”

    Marc Hall, CKA®, RICP®, APMA™, BFA™

    Financial Advisor

    CFAN President

    Joined from Wells Fargo Advisors

     

  • “Within CFAN, I feel at home. I have more relationships in the network than I ever did at my prior firm. When discussing a client issue, the other advisors in CFAN have helped me work through different scenarios from a biblical perspective. At Ameriprise, I feel like advisors are on my side and willing to collaborate.”

    Karin Holder, AAMS™, CKA®
    Financial Advisor
    Joined from Edward Jones

    “Within CFAN, I feel at home. I have more relationships in the network than I ever did at my prior firm. When discussing a client issue, the other advisors in CFAN have helped me work through different scenarios from a biblical perspective. At Ameriprise, I feel like advisors are on my side and willing to collaborate.”

    Karin Holder, AAMS™, CKA®
    Financial Advisor
    Joined from Edward Jones

  • “CFAN’s committee and corporate structure is ahead of where most firms are. There is a robust community of Christian mentors that help grow our businesses through faith-based financial planning. Our clients often span three or four generations, so it is important that we have the technology to support our generational financial planning — as well as a firm that embraces our faith-based and ethical investing offerings.”

    Rick Overy
    Private Wealth Advisor
    Joined from Raymond James

    “CFAN’s committee and corporate structure is ahead of where most firms are. There is a robust community of Christian mentors that help grow our businesses through faith-based financial planning. Our clients often span three or four generations, so it is important that we have the technology to support our generational financial planning — as well as a firm that embraces our faith-based and ethical investing offerings.”

    Rick Overy
    Private Wealth Advisor
    Joined from Raymond James

  • “The training through Kingdom Advisors helped me to crystalize our biblio-centric approach to financial planning. Before joining Ameriprise, we learned about CFAN at the Kingdom Advisor conference booth. Once we joined Ameriprise, we valued the unique combination of cutting-edge technology and financial planning plus the mentorship and community of CFAN — you won’t get anywhere else.”

    Bob Ross, CFP®, CKA®
    Private Wealth Advisor
    Joined from Next Financial Group

    “The training through Kingdom Advisors helped me to crystalize our biblio-centric approach to financial planning. Before joining Ameriprise, we learned about CFAN at the Kingdom Advisor conference booth. Once we joined Ameriprise, we valued the unique combination of cutting-edge technology and financial planning plus the mentorship and community of CFAN — you won’t get anywhere else.”

    Bob Ross, CFP®, CKA®
    Private Wealth Advisor
    Joined from Next Financial Group