The advisor listed is an Ameriprise financial advisor in Walnut Creek. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. I use knowledge and experience gained during my more-than-30-year career, including time as a CPA, corporate CFO and business owner, to help shape my practice as an Ameriprise financial advisor. Throughout my career, my approach has been to identify and understand the overall goals and objectives for the situation at hand. Then work to develop and execute a plan and strategy to achieve the desired results. In working with individuals, families, and business owners in financial planning, I use that same approach to help them navigate the financial landscape throughout their life journey.