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Russel L Phelps III
Russel L Phelps III
An Ameriprise Platinum Financial Services® Practice
CFP®, CDFA, FINANCIAL ADVISOR
(916) 351-0000
Folsom, CA 95630
Folsom, CA 95630
WALLER, SHARP AND PHELPS A financial advisory practice of Ameriprise Financial Services, Inc.
A financial advisory practice of Ameriprise Financial Services, Inc.
A financial advisory practice of Ameriprise Financial Services, Inc.
WALLER, SHARP AND PHELPS A financial advisory practice of Ameriprise Financial Services, Inc., a financial advisory practice of Ameriprise Financial Services, Inc.
www.ameripriseadvisors.com/russel.l.phelps
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
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Community ParticipationRotary 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.
Experience
Qualifications
- Ameriprise President's Recognition Award Recipient
- Bachelor of Science Degree
Professional Associations
- Sacramento Collaborative Practices Group
- El Dorado Collaborative Practices Group
- Institute of Divorce Financial Analysts
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 TX, 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.