Solana Beach, CA Lomas Santa Fe Dr Office

Team
Updated today

Client AUM

$646,941,953,071

Clients

1,373,063

Advisors

3

Of 12,719 advisors across 4,079 offices

Location

505 Lomas Santa Fe Dr, Ste 150

Solana Beach CA 92075

Advisors at this office

3

Advisors at this office

user avatar

Heidi F

Series 66

Solana Beach, CA

Ameriprise

Heidi Fifield is a financial advisor with Ameriprise in Solana Beach, CA, holding a Series 66 designation and bringing eight years of industry experience. Her prior roles include positions at OSAIC, Woodbury Financial Services, and First Command. In addition to her advisory work, she is a Certified Divorce Financial Analyst and assists clients with Medicare enrollment and insurance needs. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service focused on retirement income planning through a written Recommendation Report and ongoing advice.

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

Jack F

Series 66, Series 63

Solana Beach, CA

Ameriprise

Jack Fox is a financial advisor with Ameriprise in Solana Beach, CA, holding Series 66 and Series 63 credentials and four years of industry experience. Prior to joining Ameriprise, he worked for Northwestern Mutual Wealth Management Company and its affiliated entities from 2021 to 2024. Outside of his advisory roles, he was involved with entrepreneurial ventures including Jack Fox Forager from 2003 to 2021. 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 annual retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

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

Radia H

CFP®, Series 63, Series 66

Solana Beach, CA

Ameriprise

Radia Hunter is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Ameriprise since 2013. She holds Series 63 and Series 66 licenses and is based in Carlsbad, CA. Hunter serves as Community Service Chair on the Board of Directors for Encinitas Rotary. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations through a centralized consulting team.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")