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Jason M

CFP®, Series 63

El Segundo, CA

Ameriprise

Jason Murai is a CFP® professional with 14 years of experience in the financial services industry. He has been with Ameriprise since 2011, currently serving as a financial advisor in El Segundo, CA. Outside of his advisory role, he is the owner and attorney at the Law Offices of Jason Murai. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Ryan N

CFP®, Series 66

El Segundo, CA

Ameriprise

Ryan Narasaki is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 10 years. Outside of his advisory role, Narasaki serves as a pastor and elder on the board of directors at Lighthouse Community Church in Torrance, CA. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities typical of a large institutional firm.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Logan Y

Series 66

El Segundo, CA

Ameriprise

Logan Yamamoto is a financial advisor at Ameriprise with a Series 66 designation and less than one year of industry experience. Prior to joining Ameriprise, he worked in various roles including positions in education and hospitality. He is also currently affiliated with the University of Southern California. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing annual advice focused on dependable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Christopher L

Series 63, Series 66

El Segundo, CA

Ameriprise

Christopher Litty is a financial advisor at Ameriprise with 23 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Ameriprise since 2016, following seven years at Merrill. Ameriprise offers retirement-income planning services primarily for clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide customized, non-discretionary recommendations. The firm serves a broad client base through a range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Kelly C

Series 66

El Segundo, CA

Ameriprise

Kelly Centeno is a financial advisor at Ameriprise with 10 years of industry experience and a Series 66 designation. She has been with Ameriprise since 2005, working within the firm and its affiliated entities for over 18 years. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies. The firm’s retirement income service includes written Recommendation Reports and ongoing annual advice, supported by proprietary investment research and algorithmic tools.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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John Y

Series 63

El Segundo, CA

Ameriprise

John Yoshida is a financial advisor with Ameriprise in Venice, CA, holding a Series 63 designation and bringing 30 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he co-owns Kensuo LLC and engages in independent insurance brokering with several life insurance companies. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement with substantial investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement income advice, supported by a centralized consulting team and algorithmic tools.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Sharon L

Series 66

El Segundo, CA

Ameriprise

Sharon Lam is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. Her work history includes roles at Ameriprise Financial Services and Beverly Hills Health, as well as experience outside of finance in the food service industry and education. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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