Calabasas, CA Park Sorrento Office

Heghine Kirakosyan is a financial advisor with Ameriprise in Santa Barbara, CA, holding a Series 66 designation and 13 years of industry experience. She has been with Ameriprise and its related entities since 2011. Outside of her advisory role, she owns HLSH Hospitality, Inc., a catering business specializing in boba teas and smoothies for events. Ameriprise provides a range of advisory, brokerage, and insurance services, including a specialized retirement-income planning service for clients with significant investable assets. The firm’s approach integrates research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary retirement income recommendations.

Jonathan Rowsey is a CFP® professional with 22 years of industry experience, currently serving as a financial advisor at Ameriprise in Calabasas, CA. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he co-owns TRLT Ventures LLC and Big Mike LLC, with involvement in managing his advisory business, and serves on the Board of Directors for the Community Association of Saratoga Hills. Ameriprise Financial Services is a large, diversified firm serving 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, focusing on dependable income sources and tax-aware withdrawal strategies.

Edward Charton is a financial advisor with Ameriprise in Simi Valley, CA, holding 42 years of industry experience. His prior roles include positions at LPL Financial, Partners Securities, Inc., and Financial Network Investment Corporation. Outside of advisory work, he manages personal boating activities through two LLCs. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Robert Rosenberg is a financial advisor at Ameriprise with a Series 66 designation and two years of industry experience. Prior to joining Ameriprise in 2022, he has been involved with Live Nation - House of Blues and DLS EVENTS LLC since 1994. Outside of his advisory role, he is engaged with TRLT Ventures LLC. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement, focusing on clients with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations through a centralized consulting team.

Christa Redman is a financial advisor at Ameriprise in Thousand Oaks, CA, holding a Series 66 designation with 11 years of industry experience. She has worked at Ameriprise since 2018 and previously spent six years at Merrill. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Taylor Johnson is a financial advisor with Ameriprise in Calabasas, CA, holding a Series 66 designation and 11 years of industry experience. He has worked at Ameriprise since 2018, following prior roles at Scottrade. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a Premier Retirement Income service that provides customized written recommendations and ongoing planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Ryan Liljegren is a financial advisor with Ameriprise in Westlake Village, CA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 27 years of industry experience, including 21 years with Ameriprise and its affiliated entities. Outside of his advisory work, he serves on the Board of Directors for Calvary Community Church. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency strategies to create tailored Recommendation Reports. The firm operates as a large institutional provider offering a broad range of advisory, brokerage, and insurance solutions.

Andrew Miller is a financial advisor with Ameriprise in Orange, CA, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at UBS Financial Services and California Lutheran University. Outside of Ameriprise, he is involved with R&J Pacific Management LLC, where he manages an advisory business. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations delivered through a centralized consulting team.

Michael Feistel is a financial advisor with Ameriprise Financial Services in Calabasas, CA. He holds a Series 66 designation and has 9 years of industry experience. His prior roles include positions at Ameriprise Financial Services, LLC since 2020, Ameriprise Financial Services, Inc. from 2016 to 2020, and Oak & Heart from 2015 to 2026. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service that provides written recommendations and ongoing advice focused on dependable income and tax-aware withdrawal strategies.

Nicholas Desmond is a financial advisor at Ameriprise with one year of industry experience. He holds the Series 66 designation and has worked at various organizations including California Lutheran University and the YMCA of the Foothills. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to create personalized Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Nathan Matthews is a financial advisor with Ameriprise in North Hollywood, CA, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Thrivent Financial, Pruco Securities LLC, and OsteoStrong, as well as work with the Matthews Law Firm and the University of Oregon. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, utilizing a centralized consulting team to provide non-discretionary, research-driven income strategy recommendations.

Kevin Whitten is a CFP® and ChFC® with 21 years of experience in financial advising. He has been with Ameriprise since 2015, currently working at the Burbank, CA office. Outside of his advisory role, he is a co-owner of TRLT Ventures LLC, an investment-related business. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver personalized Recommendation Reports through a centralized consulting team.

Jordan Nguyen is a financial advisor at Ameriprise with five years of industry experience. He holds the Series 66 designation and has worked at Ameriprise since 2018. Outside of his advisory role, Nguyen was involved with the Frederick R. Weisman Museum of Art and Pepperdine University between 2016 and 2020. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides ongoing retirement planning advice focused on reliable income sources and tax‑aware withdrawal strategies.

Daniel Abankwah is a financial advisor with Ameriprise in Sylmar, CA, holding Series 63 and Series 66 licenses and bringing six years of industry experience. Prior to joining Ameriprise in 2025, he worked at Wells Fargo Clearing Services and Wells Fargo Bank. Outside of advising, he is a notary. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations delivered through a centralized consulting team.

Nina Decheva is a financial advisor with Ameriprise in Calabasas, CA, holding a Series 66 designation and one year of industry experience. Her prior work includes roles at Stopanska Banka AD Skopje, Euronews, and Deloitte, as well as academic involvement with EDHEC Business School. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written Recommendation Reports and ongoing advice focused on income sources and tax-aware withdrawal strategies.