Brent Rupnow, Financial Advisor serving the Irvine, CA area - Ameriprise Advisors

Brent Rupnow

CFP®, ChFC®, CLU®, CEPA®

Financial Advisor
Business Financial Advisor
  • Financial advice

    Services and solutions that work to fit your financial needs and priorities.
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  • Key tax considerations

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

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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Most of your wealth may be in your business

How does that change the way in which we help manage your financial plan? We take a comprehensive approach to financial planning in order to look at the whole picture.

We believe it is also critical that we align your personal, financial, and business goals. Why? Because your business is personal.

We take a collaborative approach with the other professionals you’re working with to create a better outcome.

We follow the Value Acceleration Methodology to help maximize the value of your business and align those goals to your personal financial plan.

Whether you are looking to transition your business to family, a partner, a third-party buyer, or not at all, we believe exit planning is good business strategy. It can help maximize your options, business performance, and value.

Alignment of business, personal, and financial

We help you clarify your vision for the next act of your life and help you understand what financial resources you will need to get there.

We believe aligning personal and financial goals with business goals is the most neglected part of business financial planning.

We create action plans that are clear, detailed, achievable, and in sync with the business goals.

Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.

My videos

6 videos

The Ameriprise difference

Advice based on your goals, and no one else’s
I’m proud of what I do, and all that my clients have accomplished. If you know someone who could benefit from personalized advice to reach their goals, I’d like to help.

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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Advice Worth Talking About

More than five generations have counted on Ameriprise to provide personalized financial advice to help reach their goals. More than 9 out of 10 of them are likely to recommend us to others. Advice worth listening to is advice worth talking about. (2:24)