Retiree advice in Pleasanton, California

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.

Robin Sherwood-Barrie - Morgan Stanley is a prestigious finance institution located at 4309 Hacienda Drive in Pleasanton, California, United States. With a focus on providing top-notch financial services, the team at Robin Sherwood-Barrie - Morgan Stanley is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management, the experts at this institution are here to assist you every step of the way. Trustworthy and reliable, Robin Sherwood-Barrie - Morgan Stanley is committed to providing personalized financial solutions tailored to meet your individual needs.

BlueSky Wealth Advisors is a prestigious finance institution located at 1811 Santa Rita Road in Pleasanton, California. As Fee-Only NAPFA Members, they adhere to the highest standards of integrity and ethics in the financial industry. With a team of expert advisors, they provide personalized wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, saving for college, or growing your investments, BlueSky Wealth Advisors is dedicated to helping you navigate the complexities of the financial world with transparency and professionalism.

Miguel Angel Soriano, a financial advisor at Ameriprise Financial Services, LLC in Pleasanton, California, is dedicated to helping clients plan for their financial goals with confidence. Whether you are just starting out or nearing retirement, Miguel can assist you in prioritizing your financial needs and creating a secure future. With a background in finance and qualifications verified on FINRA's BrokerCheck website, Miguel is committed to providing personalized financial advice tailored to your individual circumstances. At Ameriprise Financial Services, LLC, clients can expect a comprehensive overview of financial planning concepts during an initial consultation. While no written analysis or recommendations are provided at this stage, Miguel will work with you to develop a strategy that aligns with your goals and risk tolerance. Investment products offered through Ameriprise Financial Services, LLC involve risks, including potential loss of principal and fluctuations in value.

Dave Carlisle - Thrivent is a finance institution located at 7011 Koll Center Parkway, Pleasanton, California, United States. They are licensed in multiple states including California (CA Insurance Lic. #0J10838), Kansas, Nevada, and Oregon. The institution offers financial planning services through their Financial Planning Framework, with the option to engage in Dedicated Planning Services for written recommendations for a fee. Thrivent does not provide legal, accounting, or tax advice, and recommends consulting with a professional in those areas. Insurance products are issued by Thrivent Financial for Lutherans, and securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and subsidiary of Thrivent. Only credentialed financial advisors are authorized to provide investment advisory services. Visit their website for more information on their services and professional designations.

Milad Javaherian - Morgan Stanley is a reputable finance institution located at 4309 Hacienda Drive in Pleasanton, California, United States. With a strong focus on providing top-notch financial services, Milad Javaherian - Morgan Stanley offers a wide range of investment opportunities and financial planning services to help individuals and businesses achieve their financial goals. Their team of experienced professionals is dedicated to providing personalized and strategic financial solutions tailored to each client's unique needs. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Milad Javaherian - Morgan Stanley is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.

Scott Goggin - Morgan Stanley is a premier financial institution located at 4309 Hacienda Drive in Pleasanton, California. As a branch of Morgan Stanley, we offer a wide range of financial services including wealth management, investment banking, and asset management. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. With a commitment to excellence and personalized service, Scott Goggin - Morgan Stanley is your trusted partner in financial success.