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Derek Seo

An Ameriprise Platinum Financial Services® Practice
CFP®, SENIOR FINANCIAL ADVISOR
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(916) 554-7650
Sacramento, CA 95816

Contact Information


(916) 554-7650
2830 I St
Ste 103
Sacramento, CA 95816
SEO AND ASSOCIATES , a financial advisory practice of Ameriprise Financial Services, Inc.

www.ameripriseadvisors.com/derek.t.seo

My Philosophy

I possess the experience and qualifications to help you reach your financial goals.

Our unique and collaborative Dream> Plan> Track> ® approach to financial planning starts with your dreams, not just the numbers. When we work together my first focus will be to learn more about your financial, personal and professional aspirations. I will take this information and leverage my financial management experience to present you with a customized plan. Building and then managing a financial plan is an ongoing, collaborative experience and I believe in regularly checking in with my clients to ensure we’re tracking progress against your plan and making adjustments if necessary.


Interests

  • Hobbies include golf and fly fishing.
  • Four generations of my family vacation together each year.

Community Participation

Sacramento Buddhist Church


Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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Experience

Qualifications

  • Member, Financial Planning Association
  • Senior Financial Advisor
  • Ameriprise President's Recognition Award Recipient
  • Bachelor of Science Degree

Professional Associations


Areas of Focus

  • Investment Advice
  • Income Tax Planning Strategies
  • Retirement Planning Strategies
  • Small Business
  • Protection and Insurance
  • Estate Planning Strategies
  • Charitable Giving
  • Saving for Education
  • Asset Allocation
  • Employee Stock Options
  • 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 AZ, NV, UT, WA, HI, OR

CA Insurance #0C77565

My Location

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.