The Team

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

Our Advisors

Lois Wang

Lois Wang

Financial Advisor

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Designations

CFP®, CRPC®

Top Areas of Focus

  • Wealth Preservation Strategies
  • Family Finances
  • Insurance

Education

BS Bachelor of Science, University of California, Davis, CA
CA Insurance #0D45734

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Our Staff

Vishuda Yuen

Client Service Manager

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Qualifications

  • Notary Public, Commission #2138463