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Donald E Torres

An Ameriprise Platinum Financial Services® Practice
ChFC®, Senior Financial Advisor
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(949) 250-3210

Irvine, CA 92612
donald.e.torres@ampf.com

Contact Information


(949) 250-3210
2600 Michelson Rd
Ste 1460
Irvine, CA 92612
TORRES & ASSOCIATES , a financial advisory practice of Ameriprise Financial Services, Inc.

www.ameripriseadvisors.com/donald.e.torres

My Philosophy

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.

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Experience

Areas of Focus

  • Investment Advice
  • Income Tax Planning Strategies
  • Retirement Planning Strategies
  • Small Business
  • Protection and Insurance
  • Estate Planning Strategies
  • Charitable Giving
  • Family Planning/Family Changes
  • 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, ID, MI, NV, OH, OR, WA, HI, MO

CA Insurance #0832678

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