Financial Planning for Generation X & Y Women
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Wi$eUp eNews – Fall 2009
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Wi$eUp ExpertsFinancial experts respond to questions from Gen X'ers registered for the Women's Bureau demonstration project. Representing a broad cross-section of financial expertise from across the United States, these professionals have volunteered their time and knowledge to support the Wi$eUp project. On this page you'll find information about our Wi$eUp experts. You may also want to check out the Expert Q&A Archive where you will see experts' responses to specific questions.Notice to our Experts: To update your biography and contact information, please send an email to: wiseupwomen@wiseupwomen.org Rana R. Fields
Senior Financial Advisor Ameriprise Financial Service, Inc.
Bio:
2003 to present, Senior Financial Advisor, Ameriprise Financial Services, Inc., Kansas City, MO
1998 -2002, Financial Advisor, American Express Financial Advisor, Kansas City, MO 1996-1997, Vice President/underwriting Manager, CNA Insuracne, Southfield, MI 1993-1996, Team Leader/supervisor, Commercial Lines USF&G Insurance, Overland Park, KS 1987-1993, Property & Casualty Underwriter/marketing Representative, AETNA Insurance, Overland Park, KS Degrees Bacelor of Arts, 1984, business administration and management Webster University Webster Groves, MO Personal Rana resides in Village of Loch Lloyd, MO, is married and has a family. She enjoys cooking and golf. Areas of Focus Personal financial planning for investments, retirement, cash flow management strategies, education funding, healthcare planning and small businesses. Rana helps people meet the challenge of financing the present while planning for the future. She works with her clients on the issues that matter most to them: funding their children's education, effective retirement planning and personalized investment advice to help increase their earnings. She works with her clients to design a personal financial plan based on their life goals. This strategy focuses on helping clients become more confident about managing their financial objectives; and is designed to provide solutions to both everyday and long-term financial questions. It is personalized to meet the needs of high net worth individuals and small business owners. She continually monitors progress toward her clients' financial goals and updates their plans based on changes in market conditions and their individual situation. | ||||
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