Newport Beach, CA Macarthur Ct Office

Bryce Johnson is a financial advisor with Ameriprise in Rancho Mission Viejo, CA, holding a Series 66 credential and eight years of industry experience. His prior roles include positions at Charles Schwab, Charles Schwab Bank, and Northwestern Mutual. He serves on the Board of Directors for the Boys and Girls Club of Tustin. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, combining research and modeling to deliver tailored, tax-efficient income strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Isaiah Read is a Series 66-licensed financial advisor with Ameriprise in Newport Beach, CA, and has five years of industry experience. His career includes roles at Riversource Distributors, Inc. and multiple positions outside the financial industry, such as at Sleep Inn and Ole Store Restaurant. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing tax-aware retirement-income planning advice. The firm utilizes investment research, third-party data, and algorithmic tools in its retirement income analysis, serving clients with specific asset requirements within an investment universe influenced by its affiliated product ecosystem.

Michael Schmitt is a financial advisor at Ameriprise with seven years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2014. Schmitt is also involved with Gold Sentinel Inc., where he manages an advisory business. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, providing detailed recommendation reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored retirement income advice, with a focus on assets held in Ameriprise Managed Accounts.

Kristopher De La Pena is a CFP® professional with 20 years of experience in financial advising, currently with Ameriprise since 2005. He serves as CEO of Gold Sentinel, Inc., a consulting firm, and is a board member of Lifestyles HOA in Irvine, CA. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets, delivering personalized, research-backed recommendations through a centralized consulting team.