Vikram Kohli

MBA, CRPC®

Financial Advisor

Market News
The economic stimulus
package

The American Recovery and Reinvestment Act of 2009 is
now law. Explore the key provisions that could impact
your personal finances.

Review a summary
Vikram Kohli Ameriprise Financial Advisor
Office location
3130 De La Cruz Blvd
Ste 128
Santa Clara, CA 95054

Team Information


Contact this advisor Contact me
Refer this Advisor Refer me
Get Directions Map & directions
(408) 988-5455
vikram.x.kohli@ampf.com

As an Ameriprise financial advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you reach your goals, giving you greater confidence.


Areas of Focus

  • Investment Advice
  • Income Tax Planning Strategies
  • Retirement Planning Strategies
  • Small Business
  • Domestic Partner Planning
  • Protection and Insurance
  • Estate Planning Strategies
  • Charitable Giving
  • Saving for Education
  • Asset Allocation
  • Employee Stock Options
  • General Financial Planning
Qualifications
  • MBA
Office Hours
  • Monday: By Appointment
  • Tuesday: By Appointment
  • Wednesday: By Appointment
  • Thursday: By Appointment
  • Friday: By Appointment
  • Saturday: By Appointment
  • Sunday: By Appointment
The Team

  • I am licensed and registered to conduct business in CA.
  • Based on licenses and registrations I hold, I may also conduct certain business in WA, GA, MA, OR, TX, NM
  • CA Insurance #0D58497