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An Ameriprise Platinum Financial Services® Practice

 
 
Gene Carrillo Jr Ameriprise Financial Advisor

Gene Carrillo Jr

CRPC®

Financial Advisor

 

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209.574.1000

eugenio.x.carrillo@ampf.com

 
 

23

Years of Experience

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Qualifications

  • Chartered Retirement Planning Counselor
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Office Location

1301 L St Ste 3
Modesto, CA 95354-0913
Map Phone: 209.574.1000

Professional Networks

View my LinkedIn Profile

Professional Associations

  • Financial Planning Association

My Approach

My goal is to work with clients who are seeking to increase and maintain their income and preserve their wealth throughout their retirement years. I'll work with you to manage your financial resources to help you gain the added confidence that comes from knowing that your money can continue to work for you so you can continue to enjoy the retirement of your dreams.

Our mission is to deliver financial solutions through a tailored approach and a genuine interest in clients' evolving needs. We help clients create an income so they can live more confidently in retirement.

Areas of Focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education

Interests

  • I'm in love with, Debbie, my wife of 30 years.
  • I love my grandsons, Noel and Evan.
  • I like golfing, camping, fishing, and hiking.

Community Participation

  • Rotary International, Immediate Past President Turlock Sunrise
  • Rotary International, Multiple Paul Harris Fellow
  • Free Mason
  • Modesto Chamber of Commerce, Member

Market Watch

Market News

License Information

I am licensed and registered to conduct business in CA.

CA Insurance #0752750

  • The FIVE STAR Wealth Manager Program (“Program”) research was conducted (Insert survey dates from the Five Star table: www.fivestarprofessional.com/wm2012researchdates.htm.) All identified broker dealers, RIA firms and FINRA-registered representatives in the area were contacted to gather wealth manager nominations. Fewer than seven percent of wealth managers in the area receive the recognition. The quality of client service provided by nominated wealth managers was evaluated using ten objective criteria, but results may not represent a particular client experience. Not all wealth managers use discretionary control to manage clients’ assets. Five Star Professional, manages the Program, but does not endorse listed wealth managers. Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success. For details go to: www.fivestarprofessional.com/wm2012researchoverview.htm
  • As part of the FIVE STAR Wealth Manager ("Program") research process, surveys were administered to at least 20% of high–net–worth households in the area, along with financial service professionals (survey dates and details at: www.fivestarprofessional.com/wmresearchspecs). Fewer than seven percent of wealth managers in the area receive the recognition. Wealth managers were evaluated based on customer service, knowledge, overall satisfaction and other criteria. A score averages all responses and may not represent a particular client experience. Not all wealth managers use discretionary control to manage clients’ assets. Crescendo Business Services, LLC, manages the Program, but does not endorse listed wealth managers. Working with this wealth manager is not a guarantee of future financial success. Investors should conduct their own evaluation of a financial professional.
  • The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
  • 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.

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