Bobby Bakshi

Bobby Bakshi

CFP®

Financial Advisor
CERTIFIED FINANCIAL PLANNER™ professional
  • Financial confidence

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  • About Ameriprise

    For 125 years, Ameriprise has been committed to putting clients’ needs first.
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  • What we do

    We offer personalized financial advice based on your goals and an upfront overview of costs.
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Background and qualification information is available at FINRA's BrokerCheck website.

My commitment to clients

One-to-one financial advice

We begin with what’s most important to you—from goals that can include retirement or education, to a major purchase like a second home.

Personalized
recommendations

We provide investment, asset allocation and portfolio recommendations based on your individual goals and personal risk tolerance.

Regular meetings

We document your goals, meet regularly to review, analyze your progress, update your approach as life changes and help you track your progress along the way.

Anytime access

At any time, from any device, access your investments and accounts, track your progress toward your goals, and share information with your advisor safely and securely.

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

12 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)