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An Ameriprise Platinum Financial Services® Practice

Donald E Torres

ChFC®

Senior Financial Advisor

 

 
 
Print Summary

TORRES & ASSOCIATES

A financial advisory practice of Ameriprise Financial Services, Inc.


Qualifications

  • Member, Financial Planning Association
  • Senior Financial Advisor

Office Location

2600 Michelson Dr
Ste 1460
Irvine, CA 92612-6524
Map (949) 250-3210


License Information

I am licensed and registered to conduct business in CA.

Based on licenses and registrations I hold, I may also conduct business in NV, OR, ID, OH, MO, HI, WA, MI, AZ.

CA Insurance #0832678

My Approach

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.

Areas of Focus

  • Saving for Education
  • Estate Planning Strategies
  • Small Business
  • Employee Stock Options
  • Retirement Planning Strategies
  • Family Finances
  • Charitable Giving

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

Market Watch

Market News
  • Ameriprise Financial cannot guarantee future financial results.
  • Ameriprise Financial and its representatives do not provide tax or legal advice. Consult with your tax advisor or attorney regarding specific tax issues.