Bridge Pointe Financial Group

General information

My Approach I am passionate about working with clients to help them meet their financial needs and plan for the future. I will look at your entire financial picture, including cash reserves and debt management, investments, protection and taxes. I also ask the right questions and listen closely to your answers. That way, you can feel confident that the advice I provide reflects your personal dreams and goals. Areas of Focus Retirement Planning Strategies -- Family Finances -- Estate Planning Strategies -- Saving for Education -- Charitable Giving -- Small Business I am licensed and registered to conduct business in CA. Based on licenses and registrations I hold, I may also conduct business in CO, MN, IA, IN, AZ, NV, TX. CA Insurance #0713697 Working Together Meeting with an Ameriprise financial advisor is an important first step. It's an opportunity to get to know an advisor and share your goals and dreams. You're under no obligation; your initial meeting with an Ameriprise financial advisor will be relaxed and informal. Your meeting will include a review of your existing financial situation and potential opportunities, gaps or general strategies. While you won't receive a comprehensive review or financial planning services for which fees are charged, you should expect to get a sense of what it might be like to work together. I have 32 years of experience. Education B.S. Business Administration, California State University, Sacramento, 1984 Interests Spending time with my wife and 2 children Snow skiing and vacations in Lake Tahoe with the family My family and I are very involved in the Methodist Church Philanthropy - I believe in giving back to the community. Community Participation President of GotKids, a foundation supporting Lodi Unified Schools 23-year member of the Lodi Tokay Rotary Club, 28-year member of the Financial Planning Association of San Joaquin Valley, serving as Past President for four years. Through The Record, have been authoring the Extreme Money Makeovers for the past 20 years, organize the FPA call-ins and have been interviewed frequently. Professional Associations Financial Planning Association of San Joaquin Valley Kinder Institute - Registered Life Planner Stockton Estate Planning Council, member Qualifications CFP® CERTIFIED FINANCIAL PLANNER™ practitioner Member, Financial Planning Association Awards & Recognition Ameriprise Hall of Fame, 2015, Ameriprise Circle of Success, 2002-2015 Million Dollar Round Table, Top of the Table, 2011-2015 Ameriprise Financial Services, Inc. is a broker-dealer and member of FINRA. Comments and "likes" should not be considered representative of client experiences, or indicative of future performance or success. Ameriprise Financial requests that visitors refrain from making endorsements of its investment advisory services. Don’t use this page to submit questions about your investments or customer-service issues. Instead, contact me directly. Don’t expect a reply to your comments. Please, don’t give investment advice or provide any client information. Keep your comments relevant and please be respectful. Ameriprise Financial wants to help you protect your privacy. While we maintain a presence on social media websites, we are not affiliated with them, and we cannot control how they or other parties will use the information you share on it. In other words, it’s up to you to read and understand the privacy policies and terms of service for each social media platform you participate in. Posts on our Facebook pages will be reviewed by Ameriprise Financial and treated according to terms of our privacy notice at www.ameriprise.com/privacy. Our pages are intended for US residents only. Ameriprise Financial Services, Inc. is a broker-dealer and member of FINRA. Comments and "likes" should not be considered representative of client experiences, or indicative of future performance or success. While I appreciate the support of my clients, I cannot accept Recommendations or Endorsements due to Investment Advisers Act of 1940 rules which prohibit me from publishing a testimonial of any kind concerning the investment advice, analysis, reporting or other services I provide. For your privacy, please don’t post account or service-related information on this page. Instead, contact me directly. Please visit Ameriprise.com/social for more important disclosures and information.
CA Insurance #0713697