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An Ameriprise Platinum Financial Services® Practice

 
 
Brett M Macauley Ameriprise Financial Advisor

Brett M Macauley

CRPC®

Senior Financial Advisor

 

 
 
Print Summary

Qualifications

  • Senior Financial Advisor
  • Bachelor of Arts Degree

Office Location

2441 Park Blvd
Ste A104
Palo Alto, CA 94306-1931
Map (650) 473-6560



License Information

I am licensed and registered to conduct business in CA.

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

CA Insurance #0B17882

My Approach

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.

Areas of Focus

  • Estate Planning Strategies
  • Saving for Education
  • Retirement Planning Strategies

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.

Market Watch

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  • Ameriprise Financial cannot guarantee future financial results.
  • Ameriprise Financial and its representatives do not provide tax or legal advice. Consult with your tax advisor or attorney regarding specific tax issues.