Brett M Macauley
![]() | CRPC® Senior Financial Advisor |
(650) 473-6560
2441 Park Blvd
Ste A104
Palo Alto, CA 94306
My Philosophy
I've been helping people reach their goals for 16 years.
Qualifications
- Senior Financial Advisor
- Bachelor of Arts Degree
Professional Associations
- Business Networking International - Silicon Valley Chapter
- Silicon Valley Association of Realtors - Affiliate Bank Member
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.
- Asset Allocation
- General Financial Planning
- Income Tax Planning Strategies
- Investment Advice
- Retirement Planning Strategies
- Protection and Insurance
- Estate Planning Strategies
- Saving for Education


