Campbell, CA W Hamilton Ave Office

Eric Han is a financial advisor with Ameriprise in Campbell, CA, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its affiliates since 2008. Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients. The firm offers a specialized Premier Retirement Income service providing written Recommendation Reports and ongoing retirement-income planning with an emphasis on dependable income sources and tax-aware withdrawal strategies.

Sumer Tatangelo is a financial advisor with Ameriprise in Santa Cruz, CA, holding a Series 66 designation and nine years of industry experience. Tatangelo has been with Ameriprise and its affiliated entities since 2015. Ameriprise offers retirement-income planning services primarily for clients nearing or in retirement who meet specific asset criteria, combining research-driven modeling and tax-efficiency analysis to provide tailored, written recommendation reports. The firm delivers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

James Rohn is a CFP® credentialed financial advisor with 13 years of industry experience, currently with Ameriprise in Campbell, CA. He previously worked at Edward Jones and held various roles in financial services and technology firms including Lyft, Facebook, and Bank of America. Outside of his advisory work, he serves as Vice President on the Board of Trustees for the Mountain View DeAnza Masonic Lodge and works as a driver for Lyft. Ameriprise Financial Services is a large diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through written recommendations and ongoing advice. The firm’s approach incorporates proprietary research and third-party data within a defined investment universe linked to its affiliated products and distribution arrangements.