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Farhang A

Series 63, Series 66

Manhattan Beach, CA

Ameriprise

Farhang Azizi is a financial advisor with Ameriprise Financial Services in Manhattan Beach, CA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at LPL Financial, Kinecta Financial and Insurance Services, Amazon, and J.P. Morgan Securities. He serves on the Board of Directors for the South Bay Persian Heritage Foundation. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service that emphasizes 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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Laura T

Series 63, Series 65

Manhattan Beach, CA

Ameriprise

Laura Tompkins is a financial advisor with Ameriprise in Torrance, CA, holding Series 63 and Series 65 licenses and 17 years of industry experience. Her prior roles include positions at LPL Financial, Kinecta Federal Credit Union, and J.P. Morgan Chase Bank and J.P. Morgan Securities. Outside of her advisory work, she serves as a Private Banking Manager at Kinecta Federal Credit Union, providing banking services and collaborating with financial advisors on client referrals. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to produce tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

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