Frank J. Ziegler, CFP®, CRPC®, APMA® in

Frank J. Ziegler, CFP®, CRPC®, APMA®

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Private Wealth Advisor at Ameriprise Financial Services, LLC
📍 Independence, Ohio, United States

Frank is a Private Wealth Advisor with Ameriprise Financial in Independence, Ohio, where he leads the Harbor Light Wealth Advisors practice. Holding CFP®, CRPC®, and RICP® certifications, he specializes in personalized financial advice to help clients navigate market changes. He earned his B. S. B. A. from John Carroll University.

As a longtime resident of the Cleveland area and an alumnus of the local John Carroll University, Frank has deep roots in the community. This connection suggests a likely interest in following Clevelands professional sports teams as a way to engage with the citys culture.

He has earned a 5. 0 out of 5 client satisfaction rating based on over 30 reviews, highlighting a strong commitment to client success.

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Experience
33 Years
Current Role
Private Wealth Advisor
Location
Independence, Ohio, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Frank cares about

Navigating Market Volatility
His communications focus on preparing client portfolios for market ups and downs, interpreting economic developments like interest rate changes to mitigate loss and find opportunities.
Retirement Income Planning
His Retirement Income Certified Professional® (RICP®) designation shows a specialized focus on creating sustainable income strategies for clients who are nearing or in retirement.
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Career

Work history

12-1991
Private Wealth Advisor
Ameriprise Financial Services, LLC
In the press

Media appearances

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Education
1984 - 1988
B.S.B.A.
John Carroll University
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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