Pasadena, CA S De Lacey Ave Office

Kyle Nakano is a CFP® professional with 24 years of industry experience, currently serving at Ameriprise in Los Angeles, CA. He has been with Ameriprise and its affiliated entities since 2013. Outside of his advisory role, he is a limited partner in a real estate investment business. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research and modeling with tax-efficient strategies to support income planning. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Joseph Pates is a financial advisor at Ameriprise with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2012. Outside of his advisory role, he is involved in managing Preferred Wealth Management, a corporation focused on office expense management and staff administration. Ameriprise is a large institutional firm offering a retirement-income planning service designed for clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, algorithm-supported recommendations, primarily for clients holding assets in Ameriprise-managed accounts.

Duc Tran is a financial advisor at Ameriprise with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Ameriprise and its affiliated entities since 2012. Tran serves as secretary on the board of directors for the Arrow Heights Homeowners Association. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to develop tailored, non-discretionary recommendations. As a large institutional firm, Ameriprise also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.