Bobby Bakshi

Bobby Bakshi

CFP®, CRPC®, APMA®

Financial Advisor
CERTIFIED FINANCIAL PLANNER™ professional
  • Understand IRA options

    Learn the pros and cons of a rollover and how an IRA could help you achieve your retirement goals.
    See your options
  • Key tax considerations

    Tax strategies are an important part of any financial plan throughout the year, not just in April.

    Explore tax insights
  • About Ameriprise

    For 125 years, Ameriprise has been committed to putting clients’ needs first.
    Learn more

Background and qualification information is available at FINRA's BrokerCheck website.

What you can expect when you work with us

What you can expect when you work with us

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:

  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

What you can expect when you work with us

Ameriprise Recognized by J.D. Power

Ameriprise has been recognized by J.D. Power for providing “an outstanding customer service experience” for phone support to advisors. We're honored to be a part of an organization that delivers excellent support to advisors - allowing us to do the same for our clients.

My videos

13 videos

The Ameriprise difference

Ask me about tracking your goals online
Having ongoing access to your goals and progress can help you feel confident, connected and always in control of your financial life.

Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Personal financial advice from advisors who know you and the markets

When giving the right financial advice, knowing the markets isn’t enough. You have to understand your clients. Our advisors know their clients’ goals, giving personalized advice to help meet today’s challenges without losing sight of tomorrow’s goals. (0:30)