The 30 Best Financial planning for high net worth in Alameda, California

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Chad Parker - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 1905 The Alameda, San Jose, California, United States. Chad Parker holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, investment strategies, estate planning, retirement planning, and more. The institution offers services for individuals, retirees, small business owners, and high net worth clients. Chad Parker is dedicated to providing comprehensive financial planning and investment advice to help clients achieve their financial goals.

Lesley Lemessurier, an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 1905 The Alameda, San Jose, California, is a highly qualified professional with multiple certifications and designations. Lesley holds the AAMS™ certification, demonstrating expertise in asset management and investment strategies. Additionally, Lesley is an ADPA™ Accredited Domestic Partnership Advisor™, specializing in wealth transfers, retirement planning, and end-of-life needs for domestic partners. With the AEP® designation from the National Association of Estate Planners & Councils, Lesley is well-versed in estate planning for various professionals. As an Accredited Investment Fiduciary® (AIF®), Lesley upholds high fiduciary standards and demonstrates comprehensive knowledge in this area. Lesley also holds the APMA™ designation, focusing on client assessment, risk/return, and modern portfolio theory. With the AWMA℠ certification, Lesley has advanced knowledge in asset management, retirement planning, and risk management for high net worth clients. Furthermore, Lesley is a Behavioral Financial Advisor, helping clients make better financial decisions through self-awareness and effective decision-making. Lesley is also a Chartered Advisor in Philanthropy® (CAP®), assisting clients in articulating and advancing their philanthropic aspirations. Additionally, Lesley holds the CAS® designation, specializing in fixed-rate and variable annuities. With the CASL® credential, Lesley is trained in issues impacting seniors and retirement planning. As a Certified Divorce Financial Analyst, Lesley specializes in the financial aspects of divorce.

U.S. Bancorp Investments - Financial Advisors in Alameda is a trusted financial institution located at 2424 Santa Clara Avenue in Alameda, California. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies. Whether you are planning for retirement, saving for college, or looking to grow your wealth, our advisors are here to provide expert guidance and support. With a commitment to excellence and a focus on building long-term relationships, U.S. Bancorp Investments is the premier choice for individuals seeking sound financial advice in the Alameda area.

TTK Investments is a premier store located at 101 The Alameda in San Juan Bautista, California. Our institution specializes in providing a wide range of investment options for our clients. We offer personalized services to help individuals and businesses make informed decisions when it comes to their financial goals. Our experienced team is dedicated to helping our clients navigate the complex world of investments and achieve success. Visit TTK Investments today to start planning for a secure financial future.

Ribera Investment Management is a leading finance institution located at 883 Island Drive in Alameda, California, United States. Our team of experienced professionals specializes in investment management services, helping clients navigate the complexities of the financial markets and achieve their financial goals. With a focus on personalized service and strategic planning, Ribera Investment Management is dedicated to providing top-notch financial solutions tailored to each client's unique needs. Contact us today to learn more about how we can help you secure your financial future.