The advisor listed is an Ameriprise financial advisor in Roseville. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. You have a story, a background and a history that has led to your success and your wealth, and a future story yet to be lived. My first job is to get in touch with your story, your values, goals, concerns, interests, and resources. Then I use a well-defined, consultative process to identify where you are now, where you want to go, and any gaps we need to address. I can then work with a network of professional advisors including financial experts at our corporate office, and even your own CPA, attorney and other advisors to help you make informed and responsible decisions as you pursue what is most important to you. We not only design the plan, but can also support you step-by-step to implement the solutions. Using our exclusive Confident Retirement® approach and a seasonal client servicing model, we deliver proactive, personalized and relevant financial strategies. I believe success comes from defining your goals, then following a disciplined and integrated approach. I strive to help you make the right decisions at the right time. When you have the right advisor, life can be brilliant. Along with education from Asian and US universities, including an MBA, I bring a unique combination of the holistic, long-term views of the Eastern and the Western ideals of financial independence to help you implement wealth management strategies. To schedule a discovery meeting, please email me at v email@example.com or call my office at 916-787-9988.