Folsom, California 95630
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.
Professional Activities~Sacramento Collaborative Practices Group - member ~International Academy of Collaborative Professionals - member ~Institute for Divorce Financial Analysts - member ~Financial Planning Association
California State University San Bernardino - B.S. Business concentrating in Finance
CFP®, CERTIFIED FINANCIAL PLANNER TM professional; CDFA®, Certified Divorce Financial Analyst® and AMPA®, Accredited Portfolio Management Advisor SM