Atwater, CA Office

Team
Updated today

Client AUM

$646,941,953,071

Clients

1,373,063

Advisors

2

Of 12,773 advisors across 4,086 offices

Location

Atwater CA

Advisors at this office

2

Advisors at this office

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Adrienne G

Series 66

Atwater, CA

Ameriprise

Adrienne Guerra is a financial advisor with Ameriprise in Atwater, CA, holding a Series 66 designation and 20 years of industry experience. She has been with Ameriprise since 2015. Outside of her advisory role, she serves on the board of the Peggy Heller Parent Club as Treasurer, acts as Secretary for the Atwater High School Quarterback Club, and teaches catechism to 2nd through 4th graders at St. Anthony's Church. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm also offers a broad array of advisory, brokerage, and insurance solutions through its affiliated entities.

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

Series 66

Atwater, CA

Ameriprise

Eric Gieling is a financial advisor with Ameriprise, holding a Series 66 designation and 10 years of industry experience. He has been with Ameriprise and its affiliated entities since 2004. Outside of his advisory role, he serves on the Board of Directors for YoungLife and is vice-chair of The Hope's mission team, both nonprofit organizations in Atwater, CA. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations through a centralized consulting team.

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