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8200 Wilshire Blvd
Ste 300
Beverly Hills, CA 90211
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| (310) 895-7166
alec.n.pedersen@ampf.com
We take a holistic approach to our financial planning process to help our clients achieve their dreams and goals. It all starts with a strategic plan that covers your needs in the context of your entire financial picture. Once we establish a firm direction, we work with our clients to help them determine the best ways to take action. Together, we review progress toward their goals and adjust the strategy to reflect personal, economic, and tax law changes. We'll create financial plans and ongoing relationships that help you adapt to changing needs and goals over time.
Financial priorities differ from person to person. They can also differ from year to year. At Ameriprise Financial, we think it's important to have a financial plan that's tailored to your needs and has the flexibility to evolve with you. We take a comprehensive approach to financial planning, based on an ongoing relationship with a personal advisor. That's how we get to know you personally: your goals, your worries and your dreams. Then we draw on our more than 110-year heritage to provide experienced guidance to help you develop a financial plan and to find a broad range of financial solutions to meet your needs. That's how The Personal Advisors of Ameriprise Financial help over two million people feel greater confidence about their financial futures. Life is full of surprises and opportunities. We can help prepare you for what's next
Areas of Focus
- Investment Advice
- Income Tax Planning Strategies
- Retirement Planning Strategies
- Small Business
- Domestic Partner Planning
- Protection and Insurance
- Estate Planning Strategies
- Charitable Giving
- Family Planning/Family Changes
- Saving for Education
- Asset Allocation
- Employee Stock Options
- General Financial Planning
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Professional Associations
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AALTCI - American Association for Long-Term Care Insurance, Member
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FPA - Financial Planning Association, Member
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IARFC - International Association of Registered Financial Consultants, Member
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IDFA - Institute for Divorce Financial Analysts, Member
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IMCA - International Management Consultants Association, Member
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MDRT - Million Dollar Round Table, Member
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NAIFA - National Association of Insurance and Financial Advisors, Member
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NICCP - National Institute of Certified College Planners, Member
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SFSP - Society of Financial Service Professionals, Member
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TCFA - The Chinese Finance Association, Member
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Qualifications
- Ameriprise Home Lending Program - Qualified Advisor
- CCPS - Certified College Planning Specialist
- CDFA - Certified Divorce Financial Analyst
- Institute of Consumer Financial Education - Certified Credit Report Reviewer
- Institute of Consumer Financial Education - Certified Finance Instructor
- RFC - Registered Financial Consultant
- SRFP - Senior Registered Financial Planner
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Community Service & Personal Interests
- Amazon Watch, Member & Annual Contributor
- British Academy of Film and Television Arts, Member & Annual Contributor
- Doctors Without Borders, Member & Annual Contributor
- Elizabeth Glaser Pediatric AIDS Foundation, Member & Annual Contributor
- Habitat for Humanity, Member & Annual Contributor
- HALSA - HIV & AIDS Legal Services Alliance, President, Board of Directors
- Make-A-Wish Foundation-LA, Member & Annual Contributor
- Operation Smile, Member & Annual Contributor
- PAWS / LA - Pets Are Wonderful Support, Member & Annual Contributor
- Save Darfur, Member & Annual Contributor
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Office Hours- Monday: 9:00 a.m. - 5:00 p.m.
- Tuesday: 8:00 a.m. - 6:00 p.m.
- Wednesday: Closed
- Thursday: 8:00 a.m. - 6:00 p.m.
- Friday: 9:00 a.m. - 5:00 p.m.
- Saturday: Closed
- Sunday: Closed
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I am licensed and registered to conduct business in
CA.
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Based on licenses and registrations I hold, I may also conduct certain business in
OR, DC, FL, HI, IL, IN, KS, MO, PA, WA, AZ, NV, NY, TX, UT, VA
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CA Insurance #0D61108
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