San Jose, CA The Alameda Office
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Ameriprise
Institution
Firm-wide stats for Ameriprise
About
Ameriprise Financial Services is a large, diversified advisory firm that serves individual and institutional clients and offers a specialized Ameriprise Premier Retirement Income service for clients approaching or in retirement. The Service delivers a written Recommendation Report and ongoing annual retirement‑income planning advice focused on dependable income sources and tax‑aware withdrawal strategies.
The retirement income offering is produced by a centralized Service team that collaborates with the client’s Ameriprise financial advisor; implementation is non‑discretionary and clients or their advisors act on the recommendations. Analysis for the Recommendation Report draws on Ameriprise’s investment research, third‑party data and algorithmic tools overseen by an internal committee, and typically addresses asset allocation, asset‑bucketing/adaptive withdrawal approaches, and Social Security claiming options.
Distinctive features include restrictive enrollment criteria that require a minimum level of investable assets and the inclusion of Ameriprise managed account assets (and therefore assets held at Ameriprise) to participate, which is more limiting than many large advisory programs. The firm’s recommendations operate within an investment universe influenced by its affiliated product ecosystem and distribution arrangements — including Columbia and RiverSource sub‑advised options, AEIS cost‑reimbursement relationships for some investment portfolios, and a StartingPoint list that privileges participating fund firms — and Ameriprise discloses these economic relationships and rebates certain fund‑level fees in Managed Accounts.
Based on Ameriprise
Expertise
Based on Ameriprise
Location
1905 The Alameda
San Jose CA 95126
Advisors at this office
3
Advisors at this office
Albert H
Series 66
San Jose, CA
Ameriprise
Albert Hsia is a financial advisor with Ameriprise in San Jose, CA, holding a Series 66 credential and 26 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005 and has involvement in business ownership through partnerships that manage office expenses and other non-investment-related activities. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its Premier Retirement Income service that provides clients nearing or in retirement with written recommendation reports and ongoing tax-aware income planning. The firm’s approach combines proprietary investment research with third-party data and algorithmic tools to deliver retirement strategies within a specific investment product ecosystem.
Dinesh S
Series 66
San Jose, CA
Ameriprise
Dinesh Sawal is a Series 66-licensed financial advisor with Ameriprise in Fremont, CA, with 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he serves on the Board of Directors and as Treasurer for the Alameda County Library Foundation. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research and modeling with personalized recommendations and offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.
Zhiqi T
Series 66, Series 63
San Jose, CA
Ameriprise
Zhiqi Tang is a financial advisor at Ameriprise in San Jose, CA, holding Series 63 and Series 66 licenses with three years of industry experience. Prior to joining Ameriprise, Tang worked at Houlihan Lokey Capital, Inc. for three years and has held roles at Poly Capital, Everbright Securities, PwC, and earned experience through academic positions at the University of Southern California and Boston University. 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 tailored retirement-income planning through written recommendations and ongoing advice, focusing on dependable income sources and tax-aware withdrawal strategies.
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