Thomas Chandler
Private Wealth Advisor at Ameriprise Financial Services, LLC
- Role
- Private Wealth Advisor, Managing Director at Ameriprise Financial Services, LLC
- Location
- Roseville, CA, US
- LinkedIn followers
- 500 followers
About Thomas Chandler
o: 91••••••94 / E: T••••••••@ampf.comMy approach\" It was emotionally tough to watch my aging grandmother scrimp by - living on Social Security alone.\"My passion is clear. My career in finance and investments began in 1993 when I witnessed a close family member have financial difficulties later in life. Since then, I have made it my mission to help others avoid the same outcome.The mission - to help clients plan to build a sustainable lifetime stream of income in retirement.For over 29 years, I’ve helped people in or near retirement solve this retirement income planning puzzle.
Experience
Private Wealth Advisor, Managing Director
Ameriprise Financial Services, LLC
Aug 2014 — Present
We help employees in the Tech, Telecom, and Utility fields bring all the pieces of their financial puzzle together helping them simplify and organize their financial life.A consistent personalized process to provide more clarity, comfort, and confidence that the pieces of your financial puzzle are in place, clearly understood, and focused to address the needs of the client, driven by what matters – your \"why?\"Knowledgeable advice to provide more confidence you\'re on track to reach your goals:RSUs Compensation PlanningDeferred Compensation & Pension Analysis401(k) Traditional vs. Roth. EducationDiversification & Investing StrategiesTax & Insurance Planning Strategies
Education
California State University-Sacramento
Bachelor's of Science, Finance, General
1987 — 1991
The Wharton School
CIMA® executive education, CIMA
The University of Chicago Booth School of Business
Executive Education, Certified Private Wealth Advisor®
College for Financial Planning
Financial Planning and Services
Skills
- Wealth Preservation Planning
- Wealth Management
- Investment Strategies
- Financial Planning
- 401k Rollovers
- 401(K) Retirement Savings Plans
- Small Business Planning
- Tax Planning
- Small Business Retirement Planning
- Insurance Planning
- Leadership
- Protection Planning
- Strategic Planning
- Estate Planning
- Retirement Income Strategies
- Personal Financial Planning
- Risk Management
- Investment Management
- Certified Investment Management Analyst
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