Donald E Torres

An Ameriprise Platinum Financial Services® Practice



ChFC®
Senior Financial Advisor

(949) 250-3210
2600 Michelson Dr
Ste 1460
Irvine, CA 92612


donald.e.torres@ampf.com

Contact Information


(949) 250-3210
2600 Michelson Dr
Ste 1460
Irvine, CA 92612

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TORRES & ASSOCIATES

A financial advisory practice of Ameriprise Financial Services, Inc.
TORRES & ASSOCIATES , a financial advisory practice of Ameriprise Financial Services, Inc.

www.ameripriseadvisors.com/donald.e.torres

My Philosophy

I've been helping people reach their goals for 18 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

Interests

  • I am a father to Grant 14 and Lauren 12
  • I enjoy coaching Baseball, Fishing, Cycling & Surfing
  • As a Family we enjoy touring the US in our Motorhome
  • I have been married to Suzie for 19 years

Community Participation

Boards I am currently a sitting member on the California Philharmonic, Our Local Little League Board, and OC Paws for a Cause


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

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.

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

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