Jose Ramos is a financial advisor with Ameriprise in San Diego, CA, holding a Series 66 designation and 14 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2008. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement who meet certain asset thresholds, providing detailed, tax-smart withdrawal and Social Security claiming recommendations. The firm combines research, modeling, and algorithmic tools to generate personalized plans delivered through a centralized consulting team.

Andrew Norolahi is a financial advisor with Ameriprise in San Diego, CA, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its affiliate since 2005. Ameriprise offers retirement-income planning services aimed at individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide written Recommendation Reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Jonathan Stahley is a financial advisor with Ameriprise in La Jolla, CA, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service aimed at individuals nearing or in retirement who meet specific asset criteria, 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 in its approach and delivers recommendations through a centralized consulting team, emphasizing assets held in Ameriprise Managed Accounts.

Egan Yamamura is a financial advisor with Ameriprise in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory role, he is involved in business ownership of a McDonald's franchise in Hawaii. Ameriprise offers a retirement-income planning service tailored for individuals approaching or in retirement who meet specific asset thresholds, combining research, modeling, and tax-efficient strategies to provide comprehensive, written recommendation reports. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of large institutional firms.