Meeta Patel is a financial advisor with Ameriprise in Houston, TX, holding a Series 66 designation and seven years of industry experience. She has worked at Ameriprise since 2017 and has prior experience at CVS. Patel is a co-owner of NAP Partners, LLC, through which she manages her advisory business. Ameriprise is an institutional firm offering a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary recommendations, primarily for clients with accounts managed by Ameriprise.

Joanne Watanabe is a financial advisor with Ameriprise in Honolulu, HI, holding a Series 63 designation and over 33 years of industry experience. She has been with Ameriprise and its affiliated entities since 1992. Outside of her advisory role, she is involved in independent insurance brokering for long-term care. Ameriprise offers a retirement-income planning service tailored for clients approaching or in retirement with substantial investable assets, providing detailed recommendation reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools to deliver personalized, non-discretionary advice while emphasizing Ameriprise-managed accounts and affiliated investment products.

Kevin Isoda is a financial advisor with Ameriprise based in Honolulu, HI, holding a Series 63 designation and 36 years of industry experience. He has been with Ameriprise and its related entities since 2005. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include written recommendation reports and ongoing tax-aware advice focused on dependable income sources for clients approaching or in retirement.

Arnold Tanaka is a CFP®-designated financial advisor with Ameriprise based in Honolulu, HI, bringing 38 years of industry experience. He has worked at Ameriprise since 2005, including 6 years at his current firm. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides tailored retirement planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Michael China is a financial advisor with Ameriprise in Honolulu, HI, holding a Series 66 designation and bringing 16 years of industry experience. He has been with Ameriprise since 2012, including its predecessor Ameriprise Financial Services, Inc. Outside of his advisory role, he serves on the board of McKinley Business Academy and participates as a community member of the Hawaii Community Development Authority’s Kakaako Board. Ameriprise Financial Services is a large diversified firm serving individual and institutional clients, notable for its Premier Retirement Income service, which provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Alexander Meimer is a financial advisor with Ameriprise in Honolulu, HI, holding a Series 66 credential and 24 years of industry experience. He has worked with Ameriprise and its affiliated entities since 2005. Meimer serves on the Board of Directors and acts as Treasurer for the German Benevolent Society of Honolulu and is the County Regional Vice Chair for the Honolulu County Republican Party. He is also involved with the German Club Hawaii, a social organization for German expatriates. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Derek Asato is a financial advisor with Ameriprise in Honolulu, HI, holding a Series 63 designation and bringing 34 years of industry experience. He has been with Ameriprise and its affiliated entities since 1991. Outside of his advisory role, he serves as Treasurer on the Board of Directors for AOAO 1906 Fern St. Ameriprise offers retirement-income planning services targeted at clients nearing or in retirement with substantial investable assets, delivering written recommendations that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and automated tools overseen by committees to provide tailored retirement planning, emphasizing assets held within Ameriprise-managed accounts.

Supal Vora is a financial advisor with Ameriprise in Honolulu, HI, holding a Series 66 designation and possessing 23 years of industry experience. He has been with Ameriprise and its related entities since 2003. Outside of advisory work, he serves on the board of the Akshaya Patra Foundation and co-owns Corporate Compass LLC, which provides travel-related services. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. The firm offers a Premier Retirement Income service focused on retirement income planning, utilizing proprietary research and a non-discretionary implementation approach within a defined investment universe.

Dennis Ducatt is a financial advisor with Ameriprise in Honolulu, HI, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. His prior roles include positions at First Hawaiian Bank, Raymond James Financial Services Advisors, and BancWest Investment Services. Outside of his advisory work, he owns The Life and Leadership Center, a leadership training business, and serves on several nonprofit boards, including as treasurer for Women Helping Women and the Kaaa ipu kukui fellows. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, notable for its specialized Premier Retirement Income service that provides ongoing, tax-aware retirement income planning and recommendations supported by proprietary research and tools.

Jarik Higa is a financial advisor at Ameriprise in Honolulu, HI, holding a Series 66 designation with 10 years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its advisory approach and offers a wide range of advisory, brokerage, and insurance solutions through its institutional platform.

Vaughn Victorino is a CFP® with 28 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked with Ameriprise Financial Services, Inc. for 15 years. Victorino serves on the boards of several local nonprofit organizations, including the Kamehameha Lions Club Foundation and Ho`ea - the Foundation. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored written recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.