1919 S BASCOM AVE STE 100 CAMPBELL, CA 95008 Get Directions
The advisor listed is an Ameriprise financial advisor in Campbell. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. I am a seasoned investment professional with 29 years of industry experience. I'm passionate about the markets and enjoy employing my experience and analytic skills to help my clients pursue their financial dreams. With the goals of helping them grow and protect their wealth, and attain or maintain their desired lifestyle, I recommend investments and design portfolios based on the clients' objectives, time horizon and risk tolerance. Paths to these ends often include: â€¢ Financial planning â€¢ Estate planning strategies â€¢ Saving for education costs â€¢ Charitable giving I believe the standard cookie cutter approach to asset allocation and portfolio management that some investors experience may not incorporate the specific needs and goals of the individual client. My approach endeavors to address those specific needs. Here's what I do: 1. Listen carefully to each clients' desires and fears 2. Work collaboratively to understand the clients' individual needs 3. Guide my clients through the appropriate investment paths toward their goals In turn, I help clients construct portfolios for growth or income as it fits their needs. My clients include corporate executives, medical and legal professionals, retirees, business owners, real estate developers, engineers and entrepreneurs.