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Steve T

Series 63, Series 65

Merced, CA

Ameriprise

Steve Teranishi is a financial advisor with Ameriprise in Merced, CA, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of advising, he serves on the Board of Directors for the Merced County 4-H Sponsoring Committee and has held leadership roles with the Japanese American Citizens League, Livingston-Merced Chapter. Ameriprise offers retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficiency strategies to provide tailored recommendation reports. The firm operates as a large institutional provider, delivering a broad range of advisory, brokerage, and insurance solutions.

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