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. What are your dreams and goals for retirement? I can help you achieve them with our exclusive Confident Retirement approach. It all starts with a personalized conversation, where we'll discuss retirement needs - covering essentials, ensuring lifestyle, preparing for the unexpected, and leaving a legacy. By breaking retirement down into doable steps, we can help take the uncertainty out of planning for your financial future. Take a few minutes now for a quick confidence check. Your responses can help jumpstart our conversation.