San Pham is a financial advisor with Ameriprise in Glendora, CA, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2012. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, utilizing a centralized consulting team to deliver non-discretionary, research-driven recommendation reports that incorporate tax-smart withdrawal strategies and Social Security options.

Ferial Shamsian is a financial advisor at Ameriprise in Beverly Hills, CA, holding a Series 63 designation with 30 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she has interests in multi-family real estate ownership. Ameriprise serves individuals approaching or in retirement, offering a retirement-income planning service that combines research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports. The firm emphasizes managed accounts and uses algorithmic automation overseen by a dedicated committee to support its advisory process.

Renee Mollinedo Nelsen is a Series 66-licensed financial advisor with eight years of industry experience. She has been with Ameriprise Financial Services since 2015, serving clients from Woodland Hills, CA. Ameriprise Financial Services is a large, diversified advisory firm that serves both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on reliable income sources and tax-aware withdrawal strategies.

John Angelo is a financial advisor with Ameriprise in Newbury Park, CA, holding a Series 63 designation and 36 years of industry experience. He has been with Ameriprise and its related entities since 2005. Outside of advising, he subleases office space in Woodland Hills, CA. Ameriprise offers a retirement-income planning service focused on clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide comprehensive, non-discretionary recommendations delivered in partnership with their financial advisors.

Stephanie Milner is a financial advisor with Ameriprise in Ventura, CA, holding a Series 63 designation and bringing 33 years of industry experience. She has been with Ameriprise and its affiliate since 2005. Outside of her advisory role, she is an artist specializing in paper artwork and also supervises and manages the decoration of Rose Parade floats. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, providing written recommendation reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, algorithm-supported advice, primarily for clients holding assets in Ameriprise-managed accounts.

Alejandro Lewin is a financial advisor with Ameriprise, holding a Series 63 designation and 33 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets, providing detailed 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, delivering recommendations through a centralized consulting team while emphasizing the use of Ameriprise-managed accounts.

David Kamholtz is a financial advisor at Ameriprise with 35 years of industry experience. He holds the Series 63 designation and has been with Ameriprise and its affiliated entities since 2005. Ameriprise is an institutional firm that offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to provide written, non-discretionary recommendation reports, with an emphasis on managing assets within Ameriprise-managed accounts.