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An Ameriprise Platinum Financial Services® Practice

 
 
Robert Nelson Lumley Ameriprise Financial Advisor

Robert Nelson Lumley

MBA, CFP®, ChFC®, CLU®, CRPC®

Senior Financial Advisor

 

 
 
Print Summary

ROBERT N. LUMLEY & ASSOCIATES

A financial advisory practice of Ameriprise Financial Services, Inc.


Office Location

1333 N California Blvd
Ste 630
Walnut Creek, CA 94596-4538
Map (925) 295-1900


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 WY, LA, OR, MN, CO, ID, WA, NC, MT, MA, VA, AZ, OH, TX, FL, NV, MI.

My Approach

The foundation of Ameriprise financial planning is a personal relationship between you and your advisor. Our unique and collaborative Dream> Plan> Track> ® approach to financial planning starts with your dreams, not just the numbers. I will work with you regularly to take action to update your plan as your needs and dreams evolve, recommending products and services that are right for your situation. I will get to know you and your dreams, and because our relationship is not just a one time meeting but ongoing I can help make all the difference in your plan, your life and your ability to achieve your dreams. You will have greater peace of mind knowing that you have a plan in place as your life changes. As your priorities evolve over time, I will work with you and revise your planning strategies to help meet your evolving needs.

Areas of Focus

  • Retirement Planning Strategies
  • Small Business

Market Watch

Market News
  • 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.