Newport Beach, CA Newport Center Dr Office

Gary Lutwen is a financial advisor at Ameriprise with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Ameriprise since 2021. Prior to that, he held positions at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Ameriprise provides a retirement-income planning service aimed at individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports, offering a range of advisory, brokerage, and insurance solutions through affiliated companies.

Travis Combe is a financial advisor with Ameriprise in Aliso Viejo, CA, holding a Series 66 designation and 13 years of industry experience. He has been with Ameriprise and its affiliated entities since 2008. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with substantial investable assets, providing detailed recommendation reports that incorporate income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, algorithm-supported retirement advice while offering a broad range of advisory, brokerage, and insurance solutions.

Lea Inouye is a financial advisor with Ameriprise in Newport Beach, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with Ameriprise and its affiliated entities since 2010. 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 detailed retirement planning advice focused on reliable income sources and tax-aware withdrawal strategies.

Jeremy Combe is a financial advisor with Ameriprise in San Clemente, CA, holding a Series 63 designation and 29 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 1996. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement who meet specific asset criteria, providing detailed recommendation reports on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in a centralized consulting approach and offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Maureen Tashman is a financial advisor with Ameriprise in Irvine, CA, holding a Series 66 designation and 18 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2014. Ameriprise provides retirement-income planning services primarily for clients approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

James Sams is a CFP® professional with 32 years of industry experience, currently serving as a financial advisor at Ameriprise in Aliso Viejo, CA. He has been with Ameriprise and its affiliated entities since 2015. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional firm.

Jean Charles Lebours is a financial advisor with Ameriprise in San Diego, CA, holding a Series 66 designation and 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2006. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendation reports. The firm serves clients through a centralized consulting team and emphasizes integrated management of assets within Ameriprise accounts.

Nikolas Okita is a financial advisor at Ameriprise with 18 years of industry experience. He holds a Series 66 designation and has been with Ameriprise since 2009. Outside of advising, he co-owns Foremost Holdings LLC, an investment group focused on various businesses and start-ups, and is a customer and distributor of Enagic alkaline water purification systems. Ameriprise serves individuals approaching or in retirement with a specialized retirement-income planning service that combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its large institutional platform.

Brian Friestman is a CFP® with seven years of industry experience, currently serving at Ameriprise since 2023. Prior to that, he worked at Edward Jones for four years and held roles at Gama Aviation, Envoy Air, and Amazon. Outside of his advisory work, he owns Lone Wolf Realty, LLC, a real estate business. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service that combines investment research and algorithmic tools to provide tax-aware withdrawal strategies and dependable income planning.

Derek Greer is a financial advisor with Ameriprise in Laguna Niguel, CA, holding a Series 66 designation and 11 years of industry experience. He previously worked at Edward Jones for 10 years before joining Ameriprise. He serves as Treasurer on the Board of Directors for IVRS, a nonprofit organization. Ameriprise provides retirement-income planning services tailored to high-net-worth individuals, combining research, modeling, and tax-efficient strategies to deliver personalized recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

David Pearl is a financial advisor at Ameriprise with 19 years of industry experience. He has been with Ameriprise and its affiliated entities since 2006 and holds a Series 66 designation. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet certain asset criteria, delivering written Recommendation Reports that incorporate research, modeling, and tax-efficiency analysis. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional financial services provider.

Peter Christenson is a financial advisor with Ameriprise in Brea, CA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Ameriprise and its affiliates since 2009. Outside of his advisory role, he works as an adjunct math instructor at Cypress College. Ameriprise provides a retirement-income planning service tailored to individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver annual, personalized recommendation reports. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional provider.

John Breen is a financial advisor with Ameriprise in Corona, CA, holding Series 63 and Series 65 designations and possessing 31 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2014. Ameriprise offers a retirement-income planning service focused on clients with substantial investable assets, combining research, modeling, and tax-efficient strategies to provide annual, non-discretionary recommendation reports. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of large institutional firms.

Karen Yi is a financial advisor at Ameriprise in Buena Park, CA, holding a Series 66 designation with six years of industry experience. Prior to joining Ameriprise, she worked at Activision Publishing for ten years. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to deliver written, non-discretionary recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Carlos Mendoza is a financial advisor at Ameriprise with a Series 66 designation and four years of experience, including three years at Wells Fargo prior to joining Ameriprise. He has worked in other industries before entering financial services. 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 retirement income planning. The firm emphasizes dependable income sources and tax-aware withdrawal strategies, with investment recommendations supported by proprietary research and third-party data.