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, LLC, 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 does not offer tax or legal advice. Consult your tax advisor or attorney.

Investment advisory services and products are made available through Ameriprise Financial Services, Inc. a registered investment adviser.
Ameriprise Financial Services, LLC, 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. Investment advisory services and products are made available through Ameriprise Financial Services, LLC. a registered investment adviser Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.. Ameriprise Financial Services, LLC, Member FINRA and SIPC.