Jennifer Buich is a financial advisor with Ameriprise in Walnut Creek, CA, holding a Series 66 designation and 20 years of industry experience. She has been with Ameriprise and its related entities since 2004. Ameriprise offers retirement-income planning services for individuals near or in retirement who meet specific asset criteria, providing detailed written recommendations on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored advice, primarily for clients with assets managed within Ameriprise accounts.

Sara Quintanilla is a financial advisor with Ameriprise in Hayward, CA, holding a Series 66 designation and two years of industry experience. She has worked at Ameriprise since 2022 and previously spent seven years with Canyon Wealth Management. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized recommendations, primarily for clients with substantial assets managed within Ameriprise.

Dean Alves is a financial advisor with Ameriprise Financial Services, LLC, holding Series 65 and Series 63 licenses and 10 years of industry experience. He has been with Ameriprise since 2016, working at both Ameriprise Financial Services, Inc. and LLC. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning through written recommendation reports and ongoing advice that incorporates tax-aware withdrawal strategies and Social Security options.