Irvine, CA Office
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Ameriprise
Institution
Firm-wide stats for Ameriprise
About
Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients and offers a specialized Ameriprise Premier Retirement Income service for clients approaching or in retirement. The Service delivers a written Recommendation Report and ongoing annual retirement‑income planning advice focused on dependable income sources and tax‑aware withdrawal strategies.
The retirement income offering is produced by a centralized Service team that collaborates with the client’s Ameriprise financial advisor; implementation is non‑discretionary and clients or their advisors act on the recommendations. Analysis for the Recommendation Report draws on Ameriprise’s investment research, third‑party data and algorithmic tools overseen by an internal committee, and typically addresses asset allocation, asset‑bucketing/adaptive withdrawal approaches, and Social Security claiming options.
Distinctive features include restrictive enrollment criteria that require a minimum level of investable assets and the inclusion of Ameriprise managed account assets (and therefore assets held at Ameriprise) to participate, which is more limiting than many large advisory programs. The firm’s recommendations operate within an investment universe influenced by its affiliated product ecosystem and distribution arrangements — including Columbia and RiverSource sub‑advised options, AEIS cost‑reimbursement relationships for some investment portfolios, and a StartingPoint list that privileges participating fund firms — and Ameriprise discloses these economic relationships and rebates certain fund‑level fees in Managed Accounts.
Based on Ameriprise
Expertise
Based on Ameriprise
Location
Irvine CA
Advisors at this office
4
Advisors at this office
Gabriela L
Series 66
Irvine, CA
Ameriprise
Gabriela Liang is a financial advisor with Ameriprise in Irvine, CA, holding a Series 66 designation and eight years of industry experience. Her prior roles include positions at Morgan Stanley and Wells Fargo Advisors. Ameriprise offers a retirement-income planning service tailored to individuals nearing or in retirement with significant investable assets, providing written Recommendation Reports that address income, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a centralized consulting approach, delivering customized, algorithm-assisted recommendations reviewed by a specialized oversight team.
Vincent M
Series 63, Series 65
Irvine, CA
Ameriprise
Vincent Mazzotta is a financial advisor with Ameriprise in Irvine, CA, holding Series 63 and Series 65 licenses and 35 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.
Anastasia K
Series 66
Irvine, CA
Ameriprise
Anastasia Khokholkova is a financial advisor at Ameriprise with 20 years of industry experience. She holds the Series 66 designation and previously worked at Wells Fargo Clearing and WELLS FARGO Advisors. Outside of her advisory role, she has a real estate ownership interest unrelated to investment activities. Ameriprise offers a retirement-income planning service designed for clients approaching or in retirement with substantial investable assets. The firm provides a combination of advisory, brokerage, and insurance solutions through a centralized consulting team that delivers customized, algorithm-supported retirement income recommendations.
Mark S
Series 66
Irvine, CA
Ameriprise
Mark Stickney is a financial advisor with Ameriprise in Irvine, CA, holding a Series 66 designation and seven years of industry experience. He has worked with Ameriprise and its affiliated entities since 2014. Outside of his primary role, he serves as an associate financial advisor for an Ameriprise franchise owner under R&J Pacific Management LLC. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets. The firm uses a combination of research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.
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