Derek Seo

An Ameriprise Platinum Financial Services® Practice
Derek Seo
CFP®
Senior Financial Advisor
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(916) 554-7650
2830 I St
Ste 103
Sacramento, CA 95816
(888) 554 - 7650
50 W San Fernando St
San Jose, CA 95113


derek.t.seo@ampf.com

Contact Information


(916) 554-7650
2830 I St
Ste 103
Sacramento, CA 95816

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SEO AND ASSOCIATES

A financial advisory practice of Ameriprise Financial Services, Inc.
www.ameripriseadvisors.com/derek.t.seo

My Philosophy

I've been helping people reach their goals for 10 years.

I’m passionate about financial planning. At Ameriprise, our unique and collaborative Dream> Plan> Track> ® approach to financial planning starts with your dreams, not just the numbers. Working with you, I’ll take the time to understand every aspect of your current financial situation, listen to your dreams and aspirations and explain your options to help you make informed choices. I’ll create a plan to help accomplish your short and long-term goals and provide an ongoing review of your plan to help keep you on track as your financial situation and needs change. My goal is to provide you with personalized financial planning over time that starts with you, not the numbers.

Experience

Qualifications

  • Member, Financial Planning Association
  • Senior Financial Advisor

Professional Associations


Interests

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

Community Participation




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

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.

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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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

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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.