Jeremy Heath
Financial Advisor @Ameriprise Financial Services, LLC
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WORK HISTORY
Financial Advisor @Ameriprise Financial Services, LLC
Folsom, CA, US
Researching and staying current on financial and economic trends.Help construct investment portfolios and monitoring their performance to ensure they meet clients’ goals.Creating financial plans that help clients save for retirement, education, or other financial objectives.
EDUCATION
California State University-Sacramento
Bachelor's degree, Economics
ABOUT JEREMY HEATH
Financial Advisor | Ameriprise Financial Degree in Economics – California State University, SacramentoHelping individuals and families build financial confidence through personalized strategies. I specialize in: Cash Flow Planning Investment Management Risk Mitigation🧾 Tax Planning Estate & Wealth ProtectionI stay current on market trends to deliver informed, goal-driven advice tailored to each client’s unique financial journey—whether planning for retirement, education, or long-term wealth preservation.Let’s connect and explore how smart planning can help you reach your financial goals.
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