Pasadena, CA E Walnut St Office

Amit Patel is a financial advisor at Ameriprise with 28 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. He holds a Series 63 designation. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with substantial investable assets. The firm provides written Recommendation Reports using a combination of research, modeling, and tax-efficiency analysis, supported by a centralized consulting team and algorithmic tools to assist clients in managing income and withdrawals.

Vivian Chang is a financial advisor at Ameriprise with 29 years of industry experience. She has been with Ameriprise and its affiliated entities since 1996 and holds Series 63 and Series 65 licenses. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to produce written Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities, utilizing algorithmic tools alongside dedicated oversight committees to generate personalized retirement recommendations.

Helen Lee is a financial advisor at Ameriprise with 28 years of industry experience. She holds a Series 63 designation and has worked at Ameriprise since 2020, following 23 years at American Express Financial Advisors Inc. Outside of her advisory role, she is involved in business ownership with Aussie Inc., which focuses on paperwork and marketing, and operates a car rental business in Pasadena, CA. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet certain asset thresholds. The firm combines research, modeling, and tax-efficiency analysis to deliver written recommendation reports, leveraging algorithmic automation overseen by a dedicated team.

Matthew Brunner is a financial advisor at Ameriprise with three years of industry experience. He holds a Series 66 designation and has previously worked at California State University Channel Islands and Pier 1 Imports. Outside of his advisory role, he serves as Executive Vice President of Strategy and is a member of the Board of Directors for the Pasadena Junior Chamber of Commerce. Ameriprise provides retirement-income planning services primarily for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.