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Edgar D

Series 66

Merced, CA

Ameriprise

Edgar De La Cruz is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. Prior to joining Ameriprise, he worked at Instacart and Freddy's Kitchen Torteria, and he served as an advisor for the Merced High School LEO's Club, where he assists with meetings and supports service projects. Ameriprise Financial Services serves individual and institutional clients, offering specialized retirement income planning that includes a written Recommendation Report and ongoing 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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