Russel Phelps

1130 Iron Point Road Suite 150
Folsom, California 95630
United States
Office Phone: 916-351-0000
Member since 2006
Membership Type: IACP

Profession(s)

Financial Professional

As a Private Wealth Advisor with Trinity Wealth Advisors, a private wealth advisory practice of Ameriprise Financial Services, Inc., listening and then providing information, as part of a team of professionals, to clients is the way I help empower you during a life event that may feel out of control. I find that showing clients how they can create a plan going forward for their family is very meaningful and valuable work.

I focus on helping clients plan their financial goals for a lifetime - through a personal long-term financial planning relationship. I help clients before, during and after divorce.

Ameriprise Financial and it's representatives do not provide tax or legal advice. Consult your tax advisor or attorney regarding specific tax or legal issues. Investment advisory services and products are made available through Ameriprise Financial Services, Inc. a registered investment adviser. Ameriprise Financial Services, Inc., Member FINRA and SIPC.

Area(s) of Practice: Financial
License(s): CERTIFIED FINANCIAL PLANNER TM professional ~Certified Divorce Financial Analyst® ~Series 7, 63 and CA insurance license #0B18900 More information at FINRA's BrokerCheck website https://brokercheck.finra.org/

Professional Activities

~Sacramento Collaborative Practices Group - member ~International Academy of Collaborative Professionals - member ~Institute for Divorce Financial Analysts - member ~Financial Planning Association

Undergraduate Education

California State University San Bernardino - B.S. Business concentrating in Finance

Postgraduate Education

none

Professional Education

CFP®, CERTIFIED FINANCIAL PLANNER TM professional; CDFA®, Certified Divorce Financial Analyst® and AMPA®, Accredited Portfolio Management Advisor SM

Comments

Divorce is one of the most traumatic events that can happen during life. Using a TEAM approach that includes trained mental health professionals as coaches, a child specialist to represent the kids, two attorneys and one financial planner can reduce the emotional collateral damage to the family of an adversarial divorce process. It also helps regain control over the ultimate outcome of the divorce by putting the power back into the hands of the couple. When clients are in charge of the direction, the financial cost, and the decisions, not surprisingly, they craft the best settlement and new life plan they possibly can for themselves. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame design) in the U.S. Ameriprise Financial Services, Inc., Member FINRA and SIPC. CA Insurance #0B18900 Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame design) in the U.S. Ameriprise Financial Services, Inc., Member FINRA and SIPC.