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Stephanie C

Series 66

Miami, FL

Ameriprise

Stephanie Cesar is a financial advisor at Ameriprise with 12 years of industry experience. She holds a Series 66 designation and has worked at several firms, including CitiGroup, UBS AG, and Azimut Investment Advisors. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning and tax-aware withdrawal strategies. The firm’s approach integrates proprietary investment research and third-party data to provide tailored recommendation reports.

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