Ryan Lee
Financial Advisor - Senior Vice President of Papadoyannis & Associates - A private wealth advisory practice of Ameriprise Financial Services, LLC
- Role
- Financial Advisor - Senior Vice President at Ameriprise Financial Services, LLC
- Location
- San Mateo, CA, US
- LinkedIn followers
- 500 followers
About Ryan Lee
r••••••••@ampf.com // 65••••••70 Ext. 4 Financial Advisor at Papadoyannis & …
Experience
Financial Advisor - Senior Vice President
Ameriprise Financial Services, LLC
Oct 2000 — Present
Local provider of Ameriprise financial wellness education, supporting the financial planning program for Dell.Do you worry that inflation, taxes or other unforeseen factors may diminish your hard-earned assets? Using our exclusive Confident Retirement® approach, I help my clients plan by recommending thoughtful asset management strategies, proper insurance coverage and solutions for long-term care costs. I also offer estate planning strategies that can help mitigate the effects of taxes, and exit and succession strategies from businesses. My practice is dedicated to helping clients feel more confident about preserving their wealth so they can be free to live life brilliantly.
Education
University of California, Santa Barbara
BA
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