The advisor listed is an Ameriprise financial advisor in Irvine. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. As an Accredited Wealth Management Advisor running an Ameriprise Platinum Financial ServicesÂ® Practice, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on knowledgeable advice, ongoing financial planning, and personalized asset management strategies. I will help you identify and prioritize your goals, and we'll build a financial plan to pursue those goals. Once a plan is in place, I will help you track your progress and make adjustments as your life and the markets change so you can focus on living and enjoying your life. Working together, we'll essentially design a roadmap for your financial life and help you navigate through it to reach your goals, thereby helping you feel greater financial confidence.