Preferred Wealth Management

Our team strives to provide financial expertise focused on you and your goals. Together, we provide clients access to a breadth of expertise and special focus areas and offer an ongoing dedication to exceptional service.



Advisors

Duc Tran, Financial Advisor serving the Pasadena, CA area - Ameriprise Advisors

Duc Tran

Financial Advisor

Franchise Owner
Visit Duc Tran's website
Joseph Pates, Financial Advisor serving the Pasadena, CA area - Ameriprise Advisors

Joseph Pates

Financial Advisor

Visit Joseph Pates's website
Kyle Nakano, Financial Advisor serving the Pasadena, CA area - Ameriprise Advisors

Kyle Nakano

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Kyle Nakano's website

Team

Aaliyah Pates

Assistant