Richard Pitt

Financial Advisor, Ca Insurance @Ameriprise Financial Services, LLC

Petaluma, CA, US
EMAILS
r••••••••@ampf.com
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jul 1996 — Present

Financial Advisor, Ca Insurance @Ameriprise Financial Services, LLC

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Personalized advice to help you achieve your goals I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach.I take the time to understand what’s truly important to you. Together, we document your goals, track your progress and make ongoing recommendations to help you diversify your portfolio, and adjust to whatever life brings — both the expected and the unexpected.With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and in control of your financial life. To get started, request a complimentary initial consultation.

EDUCATION

1979 — 1982

Auckland University of Technology

Fine Arts / Photography

SKILLS

Attention to Detail, Client Management, Community Service, Business Planning

ABOUT RICHARD PITT

Personalized financial and investment strategies Let me help you build and preserve…

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