Your accounts need to be monitored by someone who is well-versed in setting and pursuing goals. Someone like Amelia Gieschen. Whether she has a goal of completing a triathlon (more in her personal bio) or you have a goal of saving for retirement, Amelia is focused on helping herself and others see it through. As a Wealth Planning Strategist, Amelia prepares and monitors client plans while helping to ensure that the investment strategy supports the identified goals. She also acts as an advocate when working with advisors. Her goal is to give you a clear view of your financial picture.
Amelia is a member of the Sterling Retirement Resources Investment Committee. She is a Chartered Financial Analyst® (CFA® Charterholder) and currently holds FINRA Series 7 and Series 66 securities registrations.
Since 2010, Amelia has given back to the community by volunteering with several organizations including Wags & Whiskers Animal Rescue, Loaves and Fishes and Secondhand Harvest.
Certifications
Chartered Financial Analyst®
Certified Fund Specialist®
Education
University of Minnesota
Born and raised in Milwaukee, Amelia Gieschen moved to Minneapolis in 2007 to attend the University of Minnesota. She now resides near Como Lake in St. Paul but her sense of adventure guides her around the country to explore our national parks. That’s not to say she sits at home when she’s not traveling. She enjoys local, outdoor activities including (but not limited to) biking, cross country skiing, rock climbing, hiking and camping.
Amelia also competes in the YWCA Minneapolis Women’s Triathlon each summer, a yearly tradition that started in 2012. She demonstrates physical and mental strength through her achievements – and it pays off. In 2016, she placed sixth in her age group.
In addition to living an active lifestyle, Amelia enjoys spending time with her boyfriend and their cat, Barley. She looks forward to someday exploring Yosemite National Park and Machu Picchu, but is no less delighted by what Minnesota has to offer in its diverse and vibrant culture.
Retirement Goal
“My goal is to travel. I enjoy seeing new places, meeting new people, and experiencing new things.”