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TOP 30 Financial planning and analysis in Glendale, CA
2 results found
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John Ta - Financial Advisor, Ameriprise Financial Services, LLC
John Ta is a Financial Advisor at Ameriprise Financial Services, LLC located at 535 North Brand Boulevard, Glendale, California, United States. John Ta holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate John Ta's expertise in asset management, retirement planning, estate planning, investment strategies, financial analysis, and more. As a trusted financial advisor, John Ta is committed to providing comprehensive and personalized financial guidance to clients, helping them achieve their financial goals and secure their financial future.
Sean Coumans - Financial Advisor, Ameriprise Financial Services, LLC
Sean Coumans is a financial advisor at Ameriprise Financial Services, LLC, located at 701 North Brand Boulevard in Glendale, California, United States. Sean offers a comprehensive overview of financial planning concepts during the initial consultation, although no written analysis or recommendations are provided. Ameriprise Financial cannot guarantee future financial results. As a member of FINRA and SIPC, Sean is committed to helping individuals achieve their financial goals. Clients can expect personalized attention and expert advice on their financial needs. Visit the website for more information on privacy and security measures. Feel free to refer friends and family to Sean for financial guidance.
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