San Francisco, CA Montgomery St Office

Trent Sova is a financial advisor at Ameriprise with nine years of industry experience. He holds a Series 66 designation and has worked at Ameriprise Financial Services since 2016. In addition to his advisory role, he is involved in independent insurance brokering. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and annual planning advice focused on reliable income sources and tax-aware withdrawal strategies for clients nearing or in retirement.

John Ritchie is a CFP® with 27 years of industry experience, currently advising clients at Ameriprise in San Francisco. He has been with Ameriprise and its affiliated entities since 2015. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendations and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Andrew Peritore is a financial advisor with Ameriprise in Oakland, CA, holding a Series 66 designation and six years of industry experience. Prior to joining Ameriprise, he was involved with Ten Hickories LLC and Baitshop Dives LLC, and he served in the Berkeley Unified School District. He is a board member of the Berkeley Lacrosse Club. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored recommendations through a centralized consulting team.

David Tan is a financial advisor with Ameriprise in San Francisco, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. Prior to joining Ameriprise in 2022, he worked at J.P. Morgan Securities and JPMorgan Chase Bank. He serves as president of the Visitation Valley Elementary School PTA. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide non-discretionary, written recommendations. The firm also delivers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Elisa Maria Chiara Peduto is a financial advisor at Ameriprise in San Francisco, CA, holding a Series 66 designation with two years of industry experience. She previously worked at Morgan Stanley for three years and has a background that includes academic positions at a university. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary advice through a centralized consulting team.

Jocelyn Reitzel Sullivan is a financial advisor at Ameriprise with 41 years of industry experience. She holds the Series 63 and Series 65 designations. Her prior roles include positions at Bank of America, N.A. and Merrill. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement-income planning through written recommendation reports and ongoing advice.

Benjamin Bernstein is a financial advisor at Ameriprise with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Ameriprise and its affiliated entities since 2015. Based in San Francisco, CA, Bernstein’s background is primarily with Ameriprise Financial Services. Ameriprise offers a retirement-income planning service targeting individuals near or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its advisory approach and delivers services through a centralized retirement-income consulting team in partnership with client advisors.

James Frisone is a financial advisor at Ameriprise with 27 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 1998. Frisone holds Series 63 and Series 65 designations. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that cover income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support its recommendations, primarily for clients with Ameriprise-managed accounts.

Daniel Ward is a financial advisor with Ameriprise in San Francisco, CA, holding a Series 66 designation and 15 years of industry experience. His prior roles include positions at LPL Enterprise, Pruco Securities, Prudential Insurance Company of America, and Valic Financial Advisors. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Gordon Mak is a financial advisor with Ameriprise in San Francisco, CA, holding a Series 66 designation and bringing 22 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2016. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

John Magadini Jr. is a financial advisor with Ameriprise in San Francisco, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Ameriprise and its affiliated entities since 2009. Outside of his advisory role, he is a silent limited partner in Ultraviolet Tuxedo, LLC, a bar and event space in North Hollywood, CA. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide non-discretionary, customized recommendation reports through a centralized consulting team.

Chun Wai Tse is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Ameriprise in San Francisco, CA. His prior work includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, and Charles Schwab. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets. The firm utilizes a combination of research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations, supported by a centralized consulting team and algorithmic tools.

Gregory Musick is a financial advisor with Ameriprise, holding a Series 66 designation and 24 years of industry experience. He has been with Ameriprise and its related entities since 2012. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement with significant investable assets. The firm utilizes a centralized consulting team and algorithmic tools to deliver non-discretionary, tax-efficient recommendations, primarily for clients with assets managed through Ameriprise accounts.