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Russel L Phelps III

An Ameriprise Platinum Financial Services® Practice
CFP®, CDFA, FINANCIAL ADVISOR
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(916) 351-0000
Folsom, CA 95630

Contact Information


(916) 351-0000
1130 Iron Point Road
Suite 140
Folsom, CA 95630
WALLER, SHARP AND PHELPS , a financial advisory practice of Ameriprise Financial Services, Inc.

www.ameripriseadvisors.com/russel.l.phelps

My Philosophy

I've been helping people reach their goals for 14 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.

Community Participation

Rotary Club of El Dorado Hills, CA


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.
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Experience

Qualifications

  • Ameriprise President's Recognition Award Recipient
  • Bachelor of Science Degree

Professional Associations


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

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 MT, OK, AL, AR, IL, NE, NV, WA

CA Insurance #0B18900

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.