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Derek Seo
Derek Seo
An Ameriprise Platinum Financial Services® Practice
CFP®, SENIOR FINANCIAL ADVISOR
(916) 554-7650
Sacramento, CA 95816
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.
A financial advisory practice of Ameriprise Financial Services, Inc.
SEO AND ASSOCIATES , a financial advisory practice of Ameriprise Financial Services, Inc.
www.ameripriseadvisors.com/derek.t.seo
www.ameripriseadvisors.com/derek.t.seo
Market News
Increasing market volatility may raise many questions and uncertainties. Are we heading into a recession? Is the market going to continue to decline? Should I take my money out? How will my dreams and goals be affected? Learn more>
Working Toward Financial Goals
Preparing to retire
As retirement gets closer, you may have a clear idea of how you want to approach this next stage in your life. You may be thinking about traveling, starting your own business or spending more time volunteering. As you prepare, we will work together to take a closer look at how your savings will support you in retirement, including how much you will need each month in order to live in a manner that suits your personal needs. We will review all your potential income sources, such as pensions, IRAs, 401(k), Social Security, annuities or other sources in order to make the most informed recommendation for you.
Saving for education
Protecting what matters
*Diversification helps you spread risk throughout your portfolio, so investments that do poorly may be balanced by others that do relatively better. Diversification is not a guarantee of overall portfolio profit and does not protect against loss.
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.
Popular Questions
Why should I work with an advisor?
As an Ameriprise financial advisor I offer much more than a one-time plan. Our unique and collaborative Dream>Plan>Track® approach to financial planning starts with your dreams, not just the numbers. The process focuses on an ongoing relationship that begins with understanding your dreams for the future. I’ll continually track your progress and work with you to update and evolve your plan as your life changes through the years.
What does a financial plan offer me?
How can I handle a stock market correction?
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.