Steven Varghese is a financial advisor with Ameriprise in San Diego, CA, holding a Series 66 credential and bringing one year of industry experience. Prior to his current role, he has held several positions including at EagleStone Tax & Wealth Advisors and multiple roles within the University of California, San Diego. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, noted for its Premier Retirement Income service that provides tailored retirement income planning through ongoing advice and written recommendation reports. The firm’s approach integrates proprietary investment research and third-party data within a product ecosystem that includes affiliated sub-advisers and managed accounts.

Joshua Thompson is a financial advisor with Ameriprise in San Diego, CA, holding a Series 66 designation and three years of industry experience. He has been with Ameriprise and Wisdom Wealth Management since 2021. Joshua was previously a full-time student at Chapman University and worked at Santa Fe Christian School. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies through a centralized consulting team and offering a broad range of advisory, brokerage, and insurance solutions.

Kent Thompson is a CFP® professional with 34 years of industry experience, currently serving at Ameriprise in San Diego, CA. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is the owner and president of Stillwater Vista LLC and serves on the investment committee of the San Diego Rescue Mission. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, providing written recommendations that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic automation to deliver personalized retirement income plans, primarily for clients with assets managed within Ameriprise accounts.

Dennis Hennings is a financial advisor at Ameriprise in San Diego, CA, with 14 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its related entities since 2011. He is a 5% owner of Everafter Events, an event planning business operated by his wife. Ameriprise offers retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. The firm provides advisory, brokerage, and insurance solutions through affiliated companies, using a combination of research, modeling, and tax-efficiency analysis to develop personalized retirement income recommendations.