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Address
1333 N California Blvd
Ste 630
Walnut Creek, CA 94596

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(925) 295-1900
robert.n.lumley@ampf.com

I provide sound financial advice to help my clients achieve financial independence. My clients appreciate a thorough, honest approach to managing their hard-earned money. Working together, we can develop a realistic, effective financial plan to help you feel secure, informed and in control on the road to financial freedom.

Ameriprise Financial can help you achieve your financial objectives through a long-term relationship based on knowledgeable advice. We offer financial strategies, products and services — and we deliver them when, where and how you want them. It's your choice.

More people come to Ameriprise for financial planning than any other company.1

  • An Ameriprise-associated financial advisor franchise
  • 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, CO, FL, IA, ID, LA, MA, MI, MN, MO, NC, NV, NY, OH, OR, TX, UT, VA, WA, WY.
  • CA Insurance License 0B28397
Areas of Focus
  • Investment Advice
  • Income Tax Planning Strategies
  • Retirement Planning Strategies
  • Small Business
  • Asset Allocation

Office hours
  • Monday: By Appointment 
  • Tuesday: By Appointment 
  • Wednesday: By Appointment 
  • Thursday: By Appointment 
  • Friday: Closed 
  • Saturday: Closed 
  • Sunday: Closed 

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®,
CERTIFIED FINANCIAL PLANNERTM 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.
1. Based on the number of financial plans annually disclosed in Form ADV, Part 1A, Item 5, available at adviserinfo.sec.gov as of Dec 31, 2006.