America's leader in financial planning*Derek Seo
 | CFP® Senior Financial Advisor |
(916) 554-7650
2830 I St
Ste 103
Sacramento, CA 95816
50 W San Fernando St
San Jose, CA 95113
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A financial advisory practice of Ameriprise Financial Services, Inc.
My Philosophy
I've been helping people reach their goals for 11 years.
Financial planning provides direction and meaning to your financial decisions. By viewing each financial decision as part of a whole, you can consider the impact on your entire financial situation — no matter where you are in achieving your goals and dreams. Our unique and collaborative Dream> Plan> Track> ® approach to financial planning starts with your dreams, not just the numbers. If you are truly serious about planning to make your dreams come true, then engaging in an ongoing financial planning relationship can be the most valuable investment you can make. Ultimately, it means that you and I have one unified plan to help you bring your dreams to life — one that focuses not just on getting you through the day to day, but on future outcomes you hope to achieve.
Qualifications
- Member, Financial Planning Association
- Senior Financial Advisor
- Bachelor of Science Degree
Professional Associations
Interests
- I enjoy golfing, fly fishing and basketball.
- Four generations of my family vacation together each year.
- I'm an Eagle Scout and support scouting programs.
- I taught English in Japan for three years on the JET Program
Community Participation
I support the Sacramento Taiko Dan. I also annually support the Sacramento Asian Community Center golf tournament which helps develop programs that improve the quality of life for older adults.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.
- Asset Allocation
- Employee Stock Options
- General Financial Planning
- Income Tax Planning Strategies
- Investment Advice
- Small Business
- Retirement Planning Strategies
- Protection and Insurance
- Estate Planning Strategies
- Charitable Giving
- Saving for Education