Biographical Info Serving clients with Ameriprise for fifteen years, I am a graduate of the Haas School of Business at the University of California, Berkeley. I am a CFP® CERTIFIED FINANCIAL PLANNER™. I also hold the CLTC and APMA® designations. Some of my favorite things: singing four part harmony barbershop music with Mission Valley Chorus; teaching water aerobics at the YMCA; hiking; walking with my dog, Bella; attending local theater and dance productions; volunteering in my community; travelling; taking yoga; dancing; attending live music performances; time with family and friends.
Email Address firstname.lastname@example.org
Phone Number (408) 623-9692
Business Ameriprise Financial Services, LLC
Business Address 225 West Santa Clara Street Suite 1600 San Jose CA 95113