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Brett M Macauley

An Ameriprise Platinum Financial Services® Practice
CRPC®, Senior Financial Advisor
(650) 473-6560

Palo Alto, CA 94306
brett.2.macauley@ampf.com


Contact Information


(650) 473-6560
2441 Park Blvd
Ste A104
Palo Alto, CA 94306
www.ameripriseadvisors.com/brett.2.macauley

My Philosophy

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

Areas of Focus

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

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 OH, IL, MA, NM, NV, OR, WA, IA

CA Insurance #0B17882

My Location