General Info

The advisor listed is an Ameriprise financial advisor in Santa Clara. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. My mission is to empower people like you to realize their dreams and goals through a comprehensive financial planning process. Working together, I believe we can accomplish this through our Confident Retirement approach, which addresses four key needs: covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. I am licensed and registered to conduct business in California. Based on licenses and registrations I hold, I may also conduct business in Arizona, Massachusetts, New York, and Oregon. I strongly believe that financial planning and an ongoing relationship with a financial advisor are two of the most valuable investments you can make. Our relationship starts with a straightforward conversation, and then we work together to customize a financial plan that can be broken down into doable steps. Together, we will regularly review your financial plan and make adjustments if necessary so that you can continue to focus on your dreams and goals into the future..................