Brett M Macauley

An Ameriprise Platinum Financial Services® Practice
Brett M Macauley
CRPC®
Senior Financial Advisor

(650) 473-6560
2441 Park Blvd
Ste A104
Palo Alto, CA 94306


brett.2.macauley@ampf.com

Contact Information


(650) 473-6560
2441 Park Blvd
Ste A104
Palo Alto, CA 94306

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www.ameripriseadvisors.com/brett.2.macauley

My Philosophy

I've been helping people reach their goals for 16 years.

The foundation of Ameriprise financial planning is a personal relationship between you and your advisor. Our unique and collaborative Dream> Plan> Track> ® approach to financial planning starts with your dreams, not just the numbers. I will work with you regularly to take action to update your plan as your needs and dreams evolve, recommending products and services that are right for your situation. I will get to know you and your dreams, and because our relationship is not just a one time meeting but ongoing I can help make all the difference in your plan, your life and your ability to achieve your dreams. You will have greater peace of mind knowing that you have a plan in place as your life changes. As your priorities evolve over time, I will work with you and revise your planning strategies to help meet your evolving needs.

Experience

Qualifications

  • Senior Financial Advisor
  • Bachelor of Arts Degree

Professional Associations


Interests

  • Core Values: Family, Integrity, Health, Happiness, Adventure
  • World Traveling
  • Camping, Fishing, and Hiking
  • Gourmet Cooking

Community Participation

I am a member of the Board of Directors and Treasurer of the Palo Alto Central Commercial Association. I am an Eagle Scout with the Boy Scouts of America.


License information

I am licensed and registered to conduct business in CA.

Based on licenses and registrations I hold, I may also conduct certain business in VA, IL, MA, NM, NV, OR, WA, IA, HI

CA Insurance #0B17882

Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc. Member FINRA and SIPC. Some products and services may not be available in all jurisdictions or to all clients.

AREAS OF FOCUS
  • Asset Allocation
  • General Financial Planning
  • Income Tax Planning Strategies
  • Investment Advice
  • Retirement Planning Strategies
  • Protection and Insurance
  • Estate Planning Strategies
  • Saving for Education

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