Russel L Phelps III

An Ameriprise Platinum Financial Services® Practice
Russel L Phelps III
CFP®, CDFA
Financial Advisor

(916) 351-0000
1130 Iron Point Rd
Ste 140
Folsom, CA 95630


russel.l.phelps@ampf.com

Contact Information


(916) 351-0000
1130 Iron Point Rd
Ste 140
Folsom, CA 95630

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www.ameripriseadvisors.com/russel.l.phelps

My Philosophy

I've been helping people reach their goals for 16 years.

At Ameriprise, our unique and collaborative Dream> Plan> Track> ® approach to financial planning starts with your dreams, not just the numbers. I listen to your financial concerns and take the time to understand what means most to you and your family. Whether that is saving for your children’s education, taking care of loved ones, saving for that second home, giving back to the community, traveling the world or starting a new business, we’ll talk about your dreams and goals. In fact, this information will form the foundation of your personalized financial plan.  Listening is the key to allowing me to align your goals with a plan of action that can be adjusted over time as your needs change.

Interests

  • I love spending time with my twin daughters.
  • I am an avid european football fan.
  • I enjoyliving in the Folsom area and attending local events.

Community Participation

BNI Folsom Chapter President 2009 - 2010


License information

I am licensed and registered to conduct business in CA.

Based on licenses and registrations I hold, I may also conduct certain business in TX, MT, OK, AL, AR, NV, AZ

CA Insurance #0B18900

Brokerage, investment and financial advisory services are made available through Ameriprise Financial Services, Inc. Member FINRA and SIPC. Some products and services may not be available in all jurisdictions or to all clients.

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.

AREAS OF FOCUS
  • Asset Allocation
  • Employee Stock Options
  • General Financial Planning
  • Income Tax Planning Strategies
  • Investment Advice
  • Small Business
  • Family Planning/Family Changes
  • Retirement Planning Strategies
  • Protection and Insurance
  • Estate Planning Strategies
  • Charitable Giving
  • Saving for Education

See our story
My Location

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.