San Jose, CA 225 W Santa Clara St Office

Pamela Matthews is a financial advisor at Ameriprise in Los Gatos, CA, holding Series 63 and Series 65 designations with 35 years of industry experience. She has been with Ameriprise and its affiliated entity since 2009. Ameriprise provides a retirement-income planning service tailored for individuals approaching or in retirement with significant investable assets, delivering detailed written recommendations that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with algorithmic tools overseen by a dedicated team to support its advisory services.

Eric Stryker is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at Ameriprise in San Jose, CA. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2009. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research-driven modeling and tax-efficiency analysis to deliver tailored recommendation reports through a centralized consulting team.

Stephanie Atalla is a financial advisor with Ameriprise in San Jose, CA, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. She has worked at Ameriprise since 2018 and previously spent 16 years at Foresters Financial. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing written recommendations focused on income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research and modeling with a centralized consulting team to deliver tailored, non-discretionary advice.

Luiz Carlos Macedo is a financial advisor at Ameriprise in San Jose, CA, holding a Series 66 designation with four years of industry experience. Prior to joining Ameriprise in 2022, he worked at Wells Fargo Clearing and Wells Fargo Bank. Ameriprise offers retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining algorithmic automation and research-driven methods to provide tailored, non-discretionary recommendations focused on income sources, Social Security options, and tax-efficient withdrawal strategies.

Robert Adams Jr. is a financial advisor with Ameriprise in San Jose, CA, holding a Series 66 designation and over 22 years of industry experience. He has been with Ameriprise and its affiliated entities since 2003. Outside of advising, he is a co-founder of Project Transcend, a software-as-a-service social media platform focused on privacy and authentic storytelling. 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 customized, non-discretionary retirement recommendations, supported by a centralized consulting team and algorithmic tools.

Daniel Martin is a financial advisor with Ameriprise in Pleasanton, CA, holding a Series 66 designation and 18 years of industry experience. He has been with Ameriprise and its affiliated entities since 2007. Ameriprise offers a retirement-income planning service focused on individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

David Farkouh is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Ameriprise in San Jose, CA. He has been with Ameriprise and its affiliated entities since 2003. Ameriprise is an institutional firm offering a retirement-income planning service focused on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide annual, non-discretionary retirement recommendations, supported by a centralized consulting team and algorithmic tools overseen by a Retirement Income Oversight Committee.

Thuy Le is a financial advisor with Ameriprise in San Jose, CA, holding a Series 66 designation and 21 years of industry experience. She has been with Ameriprise and its affiliated entities since 2004. Outside of her advisory role, she serves as a trustee on the Board of Directors for the American Beethoven Society and San Jose State University. Ameriprise is an institutional firm offering a retirement-income planning service tailored to individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficient strategies to deliver customized, written recommendation reports through a centralized consulting team.

Dan Chang is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Ameriprise in San Jose, CA. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers retirement-income planning services tailored to individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide annual written recommendations through a centralized consulting team, primarily focusing on assets managed within Ameriprise.

Michael Adiutori is a CFP® with 32 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. from 2012 to 2020. In addition to his advisory role, he is involved in independent insurance brokering with companies including Blue Shield of California, Guardian, and Midland National. Ameriprise offers retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Malyssa Schielke is a financial advisor at Ameriprise with 10 years of industry experience. She holds a Series 63 designation and has worked at Ameriprise since 2019, previously working at Foresters Financial Services. Outside of her advisory role, she provides in-home support services as a care provider for an individual with multiple sclerosis. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm’s approach includes written recommendation reports and ongoing planning advice focused on income sources and tax-aware withdrawal strategies.

Heather Wood is a financial advisor at Ameriprise in Santa Clara, CA, with 10 years of industry experience. She holds the Series 66 designation and has been with Ameriprise and its affiliated entities since 2014. Ameriprise provides a retirement-income planning service tailored for individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver personalized recommendation reports. As a large institutional firm, Ameriprise offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Ophelia Swen is a financial advisor at Ameriprise in San Jose, CA, holding a Series 66 designation. She has previously worked at LPL Financial LLC, Cairn Wealth Advisors, KeyCon, HRC Fertility, and Corinthian Parking Services, with a total of several years of diverse experience. 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 retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Phuong Pham is a financial advisor with Ameriprise in San Jose, CA, holding a Series 66 designation and 20 years of industry experience. Pham has been with Ameriprise and its affiliate Ameriprise Financial Services since 2005. Ameriprise provides a retirement-income planning service focused on individuals approaching or in retirement with significant investable assets. The firm employs a combination of research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports through a centralized consulting team.

Chi Kim is a financial advisor with Ameriprise in San Jose, 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 2005. Ameriprise offers a retirement-income planning service tailored for individuals approaching or in retirement who meet specific asset criteria, combining research, modeling, and tax-efficiency analysis to provide written recommendations. The firm serves clients through a centralized consulting team and provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.