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Shayna Forbes Felix - Private Wealth Advisor, Ameriprise Financial Services, LLC
3825 Hopyard Road, Pleasanton, California, United States
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About the Shayna Forbes Felix - Private Wealth Advisor, Ameriprise Financial Services, LLC
Shayna Forbes Felix is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 3825 Hopyard Road in Pleasanton, California, United States. Shayna holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate Shayna's expertise in asset management, wealth transfers, retirement planning, estate planning, fiduciary practices, portfolio management, and investment strategies. Shayna is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With a focus on ethics and professionalism, Shayna is committed to helping clients achieve their financial goals and secure their financial future.
Photos of Shayna Forbes Felix - Private Wealth Advisor, Ameriprise Financial Services, LLC
3825 Hopyard Rd Suite 124, Pleasanton, CA 94588, United States
Reviews of Shayna Forbes Felix - Private Wealth Advisor, Ameriprise Financial Services, LLC
"Shayna is incredibly professional and knowledgeable with a wealth of experience. She puts you at ease quickly and becomes your trusted partner in making sound decisions for your finances. I highly recommend working with her!"
"Shayna has extensive knowledge and experience as a financial advisor and I would highly recommend her services. She offers personalized financial advise and planning and makes you feel confident and comfortable in this process that can at times feel overwhelming and stressful. She is professional, responsive, and knowledgable and will help you reach your financial goals."
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