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Paul K Wheeler Ameriprise Financial Advisor

Paul K Wheeler

CFP®

Senior Financial Advisor

 

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(916) 536-9098

paul.k.wheeler@ampf.com

 
 
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Office Location

8080 Madison Ave
Suite 201C
Fair Oaks, CA 95628-3736
Map (916) 536-9098

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 CT, PA, VA, OH, SD, HI, NC, AZ, NV, TX, OR, WA, UT, ID, IL, CO.

CA Insurance #0778920

Find money for dreams

Tax savings. More efficiently structured debt. Consolidating accounts to potentially reduce fees. A thorough review of your financial situation could result in more money for your dreams and goals. Contact me about planning to achieve your dreams.

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  • 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.
  • 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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