Derek Seo

CFP®, APMA®

Financial Advisor
CERTIFIED FINANCIAL PLANNER™ practitioner
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    Use our financial calculators to explore various saving, investing and tax scenarios.
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  • Get to know us

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  • Financial confidence

    To see where you stand across key financial areas, take the 3-Minute Confident Retirement® check.
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Background and qualification information is available at FINRA's BrokerCheck website.

Navigating uncertainty

Navigating uncertainty
Financial markets can be full of uncertainty. In fact, lately, that’s probably the very best way to describe it. But here’s the good news: you can weather the unknown today and still reach your goals tomorrow. I understand my clients and the changing markets and I'm here to provide personal financial advice based on your individual needs. I can help you avoid being distracted by short-term challenges and stay focused on the long term with confidence. Contact me for a complimentary initial consultation to discuss your financial goals.

Learn more about how we can work together Navigating uncertainty

Retirement discovery

Some questions about retirement are nearly universal. For example, will I have enough money to last my whole retirement? How will the ups and downs of the market impact my income after I retire? And what about inflation – will it eat up my retirement income?

If you’ve asked yourself these questions, it’s time for a visit to the Retirement InteractiveSM tool, where I encourage you to explore the “View Retirement Challenges”section. It will let you delve into important issues that could potentially affect your retirement income.

After you visit, contact me and we’ll talk about the things that concern you most – and solutions that could help you have a more confident retirement.

My videos

5 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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Tomorrow’s success starts with today’s planning

Don’t get distracted by short-term uncertainty. Stay on track for the long term with advice from a personal financial advisor who understands you as well as they understand today’s markets. (0:15)