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. Using a caring approach as the foundation of our practice, our mission is to: Thoroughly understand your hopes, dreams and goals. Help you develop and implement a financial plan providing strategies that are suitable, appropriate and beneficial to you. Provide ongoing service and support to help you navigate the financial landscape throughout your life journey.