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An Ameriprise Platinum Financial Services® Practice

 
 
Terry Dadd Ameriprise Financial Advisor

Terry Dadd

ChFC®, CLU®

Financial Advisor

Chartered Life Underwriter

 

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818.708.0280

terry.l.dadd@ampf.com

 
 

15

Years of Experience

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Qualifications

  • ChFC®  Chartered Financial Consultant
  • CLU®  Chartered Life Underwriter
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Office Location

18321 Ventura Blvd
Ste 655
Tarzana, CA 91356-4250
Map Phone: 818.708.0280 Fax: 818.457.4971

Hours: Monday7 a.m. - 5 p.m.
Tuesday7 a.m. - 5 p.m.
Wednesday7 a.m. - 5 p.m.
Thursday7 a.m. - 5 p.m.
Friday7 a.m. - 5 p.m.

Please call ahead to make an appointment. Hours may vary. Saturdays available by appointment only

Awards & Recognition

  • Ameriprise Circle of Success, 2000-2009

My Approach

Are you looking for ways to reach your financial goals in today’s volatile market? Whether you’re saving for retirement, college for your kids, home improvement, travel, or other needs and dreams, you may be unsure about what to do next or whether you can do anything at all. That’s where I can help. I’ll take the time to listen and understand your goals, and help you build a plan to get back on track toward reaching them. Working together, we will work to find investing opportunities in today’s uncertain market that are aligned with your financial goals. That’s why now, more than ever, you need a plan.

Areas of Focus

  • Retirement Planning Strategies
  • Saving for Education
  • Domestic Partner Planning
  • Wealth Preservation Strategies

Interests

  • Travel with my wife, Elizabeth, of 24 years
  • Playing music on guitar and keyboards
  • Helping children understand finance in conjunction with Junior Achievement
  • Working with my church
  • Volunteer work with the Santa Monica Conservancy

Community Participation

  • Member of KCRW
  • Member of Los Angeles County Museum of Art
  • Member of LA Greater Zoo Association
  • Member of the LA Arboretum

Market Watch

Market News

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 MD, NV, CO, VA, WA, AZ, AL, GA.

CA Insurance #0C25307

  • The FIVE STAR Wealth Manager Program (“Program”) research was conducted (Insert survey dates from the Five Star table: www.fivestarprofessional.com/wm2012researchdates.htm.) All identified broker dealers, RIA firms and FINRA-registered representatives in the area were contacted to gather wealth manager nominations. Fewer than seven percent of wealth managers in the area receive the recognition. The quality of client service provided by nominated wealth managers was evaluated using ten objective criteria, but results may not represent a particular client experience. Not all wealth managers use discretionary control to manage clients’ assets. Five Star Professional, manages the Program, but does not endorse listed wealth managers. Investors should conduct their own evaluation of a financial professional as working with a financial advisor is not a guarantee of future financial success. For details go to: www.fivestarprofessional.com/wm2012researchoverview.htm
  • As part of the FIVE STAR Wealth Manager ("Program") research process, surveys were administered to at least 20% of high–net–worth households in the area, along with financial service professionals (survey dates and details at: www.fivestarprofessional.com/wmresearchspecs). Fewer than seven percent of wealth managers in the area receive the recognition. Wealth managers were evaluated based on customer service, knowledge, overall satisfaction and other criteria. A score averages all responses and may not represent a particular client experience. Not all wealth managers use discretionary control to manage clients’ assets. Crescendo Business Services, LLC, manages the Program, but does not endorse listed wealth managers. Working with this wealth manager is not a guarantee of future financial success. Investors should conduct their own evaluation of a financial professional.
  • The initial consultation provides an overview of financial planning concepts. You will not receive written analysis and/or recommendations.
  • 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.

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