Rong Yue is a financial advisor with Ameriprise in Irvine, CA, holding the CFP® designation and Series 63 and 65 licenses. Yue has three years of industry experience, including prior roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and Global Law Group. Outside of advisory work, Yue owns and operates JY Legacy Bridge Law P.C., focusing on estate planning. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement with significant investable assets, providing written Recommendation Reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research and modeling with advisory services and emphasizes managed accounts and algorithmic automation to support its retirement planning solutions.

Jonathan Jiang is a financial advisor at Ameriprise in Irvine, CA, holding Series 63 and Series 66 licenses with two years of industry experience. Prior to joining Ameriprise, he worked at J.P. Morgan Securities and JPMorgan Chase Bank. Ameriprise offers a retirement-income planning service focused on individuals approaching 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 personalized, non-discretionary advice through a centralized consulting team.

Mandy Woo is a CFP® with 25 years of experience in the financial services industry, currently affiliated with Ameriprise Financial Services, LLC since 2001. She previously worked at Ameriprise Financial Services, Inc. for 15 years. Outside of her advisory role, she is the owner of a consulting business, Your Financial Fearless Partners LLC, and provides in-home care under California’s IHSS program. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Judy Kim is a financial advisor with Ameriprise in Irvine, CA, holding a Series 66 designation and 20 years of industry experience. She has been with Ameriprise and its affiliated entities since 2006. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports, emphasizing assets held in Ameriprise-managed accounts and utilizing algorithmic automation overseen by a dedicated committee.

Victoria Kettnitz is a financial advisor with Ameriprise in Lake Elsinore, CA, holding Series 63 and Series 66 licenses and over 23 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of advisory work, she owns Sisi International, Inc., an export business dealing with commercial broadcasting equipment to Kenya. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendation reports. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions.