Los Angeles, CA Center Dr W Office

Michael Kawase is a financial advisor with Ameriprise in Costa Mesa, CA, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2003. Ameriprise offers a retirement-income planning service targeted at individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written Recommendation Reports. The firm serves a broad client base with advisory, brokerage, and insurance solutions through its affiliated companies.

Claudine Rajah is a financial advisor with Ameriprise in Hermosa Beach, CA, holding a Series 66 designation and 13 years of industry experience. She has been with Ameriprise and its affiliated entities since 2006. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written recommendation reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored retirement income advice through a centralized consulting team.

Asuka Sonoda is a Series 66-licensed financial advisor with two years of industry experience, currently with Ameriprise in Los Angeles. Prior to joining Ameriprise in 2024, she worked at Kondo Wealth Advisor and Yamada & Partners. She volunteers with the Volunteer Income Tax Assistance (VITA) program at the Little Tokyo Service Center, providing free tax preparation services to underserved individuals. Ameriprise offers retirement-income planning services focused on clients approaching or in retirement with significant investable assets, delivering customized recommendation reports that incorporate tax-efficient strategies and Social Security options. The firm combines research and modeling with algorithmic automation to support its advisory process while providing a broad range of brokerage and insurance solutions.

Eric Smutko is a financial advisor with Ameriprise in Simi Valley, CA, holding a Series 66 designation and 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Outside of his advisory role, he is a co-owner of A-1G Skyraider, LLC. Ameriprise offers retirement-income planning services focused on individuals approaching or in retirement who meet specific asset criteria, providing detailed recommendation reports that incorporate tax-efficient strategies and Social Security analysis. As a large institutional firm, Ameriprise delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Audrey Schmedes is a Series 66 licensed financial advisor with Ameriprise in Los Angeles, CA, with nine years of industry experience. She previously worked at Bank of America, Merrill, and SCS, Inc. Schmedes serves on the board of The Village Enrichment Program, a community organization. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Erika Puzik is a CFP® and ChFC® with 28 years of experience in the financial services industry. She has been with Ameriprise since 1998, currently serving as an advisor at the firm. Outside of her advisory role, she owns Silicon Beach Services, Inc., a consulting business, and is involved in independent health insurance brokering. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendations and annual planning focused on dependable income sources and tax-aware withdrawal strategies.

Chase Johnson is a financial advisor with Ameriprise in Los Angeles, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, he worked with Pacific Crest Consultants and has a background that includes roles outside finance, such as co-owning a personal driver business and working as an Uber driver. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning that utilizes a centralized team to provide non-discretionary, tax-aware recommendations focused on dependable income sources.

Kristina Liuag is a financial advisor with Ameriprise in Los Angeles, CA, holding a Series 66 designation and 11 years of industry experience. She has been with Ameriprise and its affiliated entities since 2013. Outside of her advisory role, she works as a visual associate for J. Crew Group, focusing on store layout and visual standards. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria, delivering tailored recommendations through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Anthony Perez is a CFP® with 22 years of experience in the financial services industry, currently serving at Ameriprise in Los Angeles since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2005 to 2020. Outside of advisory work, he manages and leads Orchard Financial Group, a Private Wealth Advisory Franchise of Ameriprise Financial, through his business ownership of Perez Advisor Services, Inc. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research and modeling with tax-efficient withdrawal strategies. As a large institutional firm, it offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.