San Diego, CA 12636 High Bluff Dr Office

Team
Updated today

Client AUM

$646,941,953,071

Clients

1,373,063

Advisors

6

Of 12,719 advisors across 4,079 offices

Location

12636 High Bluff Dr Ste 400

San Diego CA 92130

Advisors at this office

6

Advisors at this office

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Deanna H

Series 66

San Diego, CA

Ameriprise

Deanna Hang is a financial advisor with Ameriprise in San Diego, CA, holding a Series 66 designation and 19 years of industry experience. She has been with Ameriprise and its predecessor firm since 2006. Outside of her advisory role, she has interests in real estate ownership. Ameriprise is an institutional firm that offers retirement-income planning services primarily for individuals nearing or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficient strategies to provide tailored, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Jake H

Series 66

San Diego, CA

Ameriprise

Jake Harrison is a Series 66-licensed financial advisor with Ameriprise, based in Carlsbad, CA, and has nine years of industry experience. He has been with Ameriprise and its affiliated entities since 2016. Ameriprise provides retirement-income planning services primarily for clients with at least $1,000,000 in net investable assets, combining research, modeling, and tax-efficiency analysis to develop tailored, written recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Melissa D

Series 66

San Diego, CA

Ameriprise

Melissa Dominguez is a financial advisor at Ameriprise in Carlsbad, CA, holding a Series 66 designation with three years of industry experience. She has been with Ameriprise since 2017 and previously worked at Hollister Co. from 2013 to 2017. Ameriprise provides retirement-income planning services targeted at individuals approaching or in retirement, typically with at least $1 million in net investable assets. The firm offers a range of advisory, brokerage, and insurance solutions through affiliated companies, utilizing a centralized retirement-income consulting team that combines research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Zachary C

Series 66

San Diego, CA

Ameriprise

Zachary Carson is a financial advisor at Ameriprise with four years of industry experience. He holds the Series 66 designation and previously worked at Pruco Securities LLC and The Prudential Insurance Company of America. Outside of finance, he provides in-home supportive services to a physically disabled family member. Ameriprise offers retirement-income planning services focused on clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored, non-discretionary recommendations.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Philip H

Series 63

San Diego, CA

Ameriprise

Philip Harrison is a financial advisor with Ameriprise in San Diego, CA, holding a Series 63 designation and over 30 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Harrison serves on the Board of Directors for Big Brothers Big Sisters of San Diego County. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendation reports. The firm also delivers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
user avatar

Andrew H

Series 66

San Diego, CA

Ameriprise

Andrew Hathaway is a financial advisor with Ameriprise in Oceanside, CA, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2014. Hathaway serves as Treasurer and a member of the Board of Directors for the UM Club of San Diego. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to create personalized, non-discretionary recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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